+125.0%
SU price history and return analytics
+74.2%
+50.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.6% |
| 7D | +2.2% | -1.1% | +3.3% | +2.7% |
| 30D | +8.4% | -1.0% | +9.4% | +8.9% |
| 3M | +12.1% | +3.2% | +8.9% | +10.0% |
| 6M | +19.7% | +12.5% | +7.2% | +11.1% |
| YTD | +58.4% | +14.1% | +44.3% | +45.4% |
| 1Y | +67.2% | +18.9% | +48.3% | +48.5% |
| 3Y | +125.0% | +74.1% | +51.0% | +53.2% |
| All | +125.0% | +74.2% | +50.8% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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