+27.1%
SUSB price history and return analytics
+174.3%
-147.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.3% |
| 7D | -0.8% | +2.9% | -3.7% | -1.0% |
| 30D | +0.3% | -2.5% | +2.8% | +0.4% |
| 3M | -0.6% | -3.3% | +2.7% | -0.4% |
| 6M | 0.0% | +1.5% | -1.5% | -0.1% |
| YTD | +0.4% | +11.4% | -10.9% | -0.2% |
| 1Y | +1.2% | +11.9% | -10.7% | +0.5% |
| 3Y | +16.3% | +73.9% | -57.5% | +12.4% |
| 5Y | +12.2% | +57.9% | -45.6% | +8.7% |
| All | +27.1% | +174.3% | -147.1% | +19.1% |
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