+950.8%
VTI vs SU
+1,663.4%
-712.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +1.0% | +0.9% |
| 7D | -0.9% | +2.2% | -3.1% | -1.5% |
| 30D | -1.4% | +8.4% | -9.9% | -3.6% |
| 3M | +3.6% | +12.1% | -8.5% | +0.1% |
| 6M | +13.6% | +19.7% | -6.1% | +7.3% |
| YTD | +12.9% | +58.4% | -45.5% | -1.2% |
| 1Y | +17.2% | +67.2% | -50.0% | +1.0% |
| 3Y | +75.7% | +125.0% | -49.4% | +37.5% |
| 5Y | +75.4% | +355.1% | -279.6% | +9.6% |
| 10Y | +303.3% | +263.7% | +39.6% | +145.9% |
| All | +950.8% | +1,663.4% | -712.6% | +288.2% |
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