+361.1%
VST vs SU
+115.9%
+245.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.8% |
| 7D | +8.9% | +3.6% | +5.3% | +7.1% |
| 30D | +6.2% | +7.9% | -1.7% | +2.3% |
| 3M | -2.7% | +3.5% | -6.2% | -4.6% |
| 6M | -8.4% | +19.0% | -27.3% | -18.2% |
| YTD | -7.2% | +55.0% | -62.2% | -29.7% |
| 1Y | -20.9% | +71.2% | -92.1% | -44.0% |
| All | +361.1% | +115.9% | +245.2% | +203.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling