+13.5%
VT vs SU
+97.0%
-83.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.6% | -1.0% | -0.6% | -1.7% |
| 30D | -2.5% | +8.5% | -11.0% | -1.7% |
| 3M | -1.3% | +15.1% | -16.4% | +0.1% |
| 6M | +3.1% | +13.2% | -10.1% | +4.5% |
| YTD | +10.9% | +73.6% | -62.7% | +9.1% |
| All | +13.5% | +97.0% | -83.5% | +10.4% |
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