+414.3%
VUG vs SU
+267.2%
+147.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.1% | +1.0% |
| 7D | -0.5% | +2.2% | -2.7% | -0.9% |
| 30D | -1.0% | +8.4% | -9.4% | -2.6% |
| 3M | +3.5% | +12.1% | -8.6% | +0.9% |
| 6M | +14.2% | +19.7% | -5.5% | +9.2% |
| YTD | +8.5% | +58.4% | -49.9% | -2.3% |
| 1Y | +12.9% | +67.2% | -54.4% | +0.3% |
| 3Y | +85.6% | +125.0% | -39.4% | +52.9% |
| 5Y | +78.1% | +355.1% | -276.9% | +23.0% |
| All | +414.3% | +267.2% | +147.1% | +270.9% |
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