+201.7%
SUSL price history and return analytics
+146.0%
+55.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | +1.0% | +2.4% | -1.4% | -1.3% |
| 30D | -3.7% | -1.5% | -2.2% | -2.2% |
| 3M | -4.7% | -4.1% | -0.6% | -0.6% |
| 6M | +0.8% | +0.6% | +0.2% | +0.2% |
| YTD | +9.7% | +11.0% | -1.4% | -1.3% |
| 1Y | +12.4% | +13.3% | -0.9% | -0.9% |
| 3Y | +75.4% | +73.4% | +2.0% | +2.1% |
| 5Y | +67.6% | +57.4% | +10.2% | +7.2% |
| All | +201.7% | +146.0% | +55.7% | +29.0% |
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