-33.4%
SUPV price history and return analytics
+229.8%
-263.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -4.0% |
| 7D | -3.3% | -1.1% | -2.2% | -1.7% |
| 30D | +2.7% | -1.0% | +3.6% | +4.1% |
| 3M | -21.9% | +3.2% | -25.1% | -25.7% |
| 6M | -8.1% | +12.5% | -20.6% | -22.7% |
| YTD | -28.1% | +14.1% | -42.1% | -40.3% |
| 1Y | +43.6% | +18.9% | +24.7% | +13.5% |
| 3Y | +253.0% | +74.1% | +178.9% | +64.7% |
| 5Y | +260.5% | +66.9% | +193.7% | +80.0% |
| All | -33.4% | +229.8% | -263.2% | -84.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling