+31.6%
SUB price history and return analytics
+659.4%
-627.8%
-9.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | +0.1% |
| 7D | 0.0% | -0.7% | +0.7% | 0.0% |
| 30D | +1.3% | -1.7% | +3.0% | +1.3% |
| 3M | +0.3% | -2.3% | +2.6% | +0.4% |
| 6M | +0.9% | +1.5% | -0.6% | +0.9% |
| YTD | +1.5% | +12.0% | -10.6% | +1.1% |
| 1Y | +2.0% | +12.9% | -10.8% | +1.7% |
| 3Y | +9.4% | +74.9% | -65.5% | +7.7% |
| 5Y | +8.4% | +59.9% | -51.5% | +6.8% |
| 10Y | +17.0% | +224.6% | -207.6% | +12.8% |
| All | +31.6% | +659.4% | -627.8% | +22.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling