-97.9%
SUGP price history and return analytics
+18.7%
-116.7%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.5% | -4.7% |
| 7D | -6.4% | -2.0% | -4.4% | -7.2% |
| 30D | -71.4% | -1.4% | -70.0% | -71.5% |
| 3M | -88.1% | +4.7% | -92.8% | -87.9% |
| 6M | -97.6% | +11.4% | -108.9% | -97.8% |
| YTD | -98.0% | +13.1% | -111.0% | -98.3% |
| 1Y | -97.9% | +19.0% | -117.0% | -98.6% |
| All | -97.9% | +18.7% | -116.7% | -98.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling