+766.9%
VST vs SU
+343.5%
+423.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.3% |
| 7D | +9.9% | -1.0% | +10.8% | +10.2% |
| 30D | +7.9% | +13.7% | -5.8% | +3.1% |
| 3M | +3.4% | +8.0% | -4.6% | +0.3% |
| 6M | -4.1% | +21.0% | -25.1% | -11.7% |
| YTD | -5.7% | +56.2% | -61.9% | -21.3% |
| 1Y | -18.9% | +72.2% | -91.1% | -34.9% |
| 3Y | +359.1% | +118.1% | +241.0% | +243.0% |
| 5Y | +766.9% | +350.3% | +416.6% | +430.3% |
| All | +766.9% | +343.5% | +423.4% | +430.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling