+101.2%
SUPX price history and return analytics
+55.2%
+46.0%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | -0.9% | +15.8% | +15.4% |
| 7D | -8.9% | -2.0% | -6.9% | -7.8% |
| 30D | +18.6% | -1.4% | +20.0% | +19.8% |
| 3M | -10.9% | +4.7% | -15.6% | -12.7% |
| 6M | -15.7% | +11.4% | -27.0% | -18.2% |
| YTD | -47.9% | +13.1% | -61.0% | -49.6% |
| 1Y | -87.3% | +19.0% | -106.3% | -87.7% |
| All | +101.2% | +55.2% | +46.0% | +108.8% |
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