+228.7%
VTV vs SU
+267.2%
-38.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.9% | +0.8% |
| 7D | -1.1% | +2.2% | -3.3% | -1.6% |
| 30D | -1.0% | +8.4% | -9.5% | -3.0% |
| 3M | +4.6% | +12.1% | -7.4% | +1.4% |
| 6M | +13.5% | +19.7% | -6.2% | +7.7% |
| YTD | +18.5% | +58.4% | -39.9% | +4.5% |
| 1Y | +22.9% | +67.2% | -44.3% | +6.8% |
| 3Y | +67.8% | +125.0% | -57.2% | +33.0% |
| 5Y | +81.8% | +355.1% | -273.2% | +15.1% |
| All | +228.7% | +267.2% | -38.5% | +110.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling