-21.6%
VST vs SU
+74.8%
-96.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.5% |
| 7D | +5.3% | +1.6% | +3.8% | +5.2% |
| 30D | +5.8% | +10.7% | -5.0% | +4.8% |
| 3M | +3.5% | +13.5% | -10.0% | +2.8% |
| 6M | -7.4% | +21.8% | -29.2% | -12.2% |
| YTD | -6.1% | +58.8% | -64.9% | -20.5% |
| 1Y | -21.6% | +72.0% | -93.6% | -37.4% |
| All | -21.6% | +74.8% | -96.4% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling