+349.1%
VT vs SU
+88.6%
+260.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.4% |
| 7D | -2.3% | -13.4% | +11.1% | +2.1% |
| 30D | -5.0% | +0.9% | -5.8% | -5.5% |
| 3M | -4.9% | +12.8% | -17.6% | -9.0% |
| 6M | -1.5% | +8.3% | -9.8% | -5.1% |
| YTD | +8.5% | +58.2% | -49.7% | -8.2% |
| 1Y | +11.4% | +67.1% | -55.8% | -7.5% |
| 3Y | +70.1% | +125.6% | -55.5% | +25.4% |
| 5Y | +53.7% | +213.6% | -159.9% | -2.7% |
| 10Y | +220.0% | +234.7% | -14.7% | +76.0% |
| All | +349.1% | +88.6% | +260.5% | +109.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling