+20.5%
SUSC price history and return analytics
+170.6%
-150.1%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.7% |
| 7D | 0.0% | -0.1% | +0.2% | 0.0% |
| 30D | +1.2% | -3.1% | +4.2% | +1.6% |
| 3M | -1.0% | -3.5% | +2.5% | -0.5% |
| 6M | -2.2% | +0.5% | -2.6% | -2.3% |
| YTD | -1.6% | +10.8% | -12.3% | -3.1% |
| 1Y | -1.1% | +11.9% | -13.0% | -2.8% |
| 3Y | +16.3% | +73.0% | -56.6% | +7.0% |
| 5Y | -2.0% | +58.6% | -60.6% | -9.5% |
| All | +20.5% | +170.6% | -150.1% | +3.5% |
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