+83.9%
VUG vs SU
+120.3%
-36.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -1.9% | +1.7% | -3.5% | -2.1% |
| 30D | -1.6% | +9.6% | -11.2% | -2.6% |
| 3M | +4.4% | +11.7% | -7.3% | +3.0% |
| 6M | +13.2% | +21.9% | -8.7% | +9.3% |
| YTD | +7.5% | +58.6% | -51.1% | -1.4% |
| 1Y | +12.5% | +66.5% | -54.0% | +2.0% |
| All | +83.9% | +120.3% | -36.3% | +59.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling