+103.4%
SUZ price history and return analytics
+574.8%
-471.4%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.2% |
| 7D | +2.1% | -1.1% | +3.2% | +2.6% |
| 30D | +16.7% | -1.0% | +17.7% | +17.2% |
| 3M | +14.8% | +3.2% | +11.7% | +13.1% |
| 6M | -11.7% | +12.5% | -24.2% | -16.6% |
| YTD | +0.2% | +14.1% | -13.8% | -5.9% |
| 1Y | -2.2% | +18.9% | -21.1% | -10.1% |
| 3Y | -2.3% | +74.1% | -76.4% | -25.4% |
| 5Y | -9.0% | +66.9% | -75.8% | -29.2% |
| 10Y | +214.5% | +228.3% | -13.8% | +96.0% |
| All | +103.4% | +574.8% | -471.4% | +18.1% |
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 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