+1,197.2%
SUI vs VCLT
+103.4%
+1,093.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.5% | -0.4% |
| 7D | -2.8% | -0.5% | -2.3% | -2.6% |
| 30D | -1.2% | -0.9% | -0.3% | -0.8% |
| 3M | -1.7% | -3.2% | +1.5% | -0.4% |
| 6M | -10.5% | -3.8% | -6.7% | -9.1% |
| YTD | -1.8% | -2.0% | +0.2% | -1.1% |
| 1Y | -4.1% | -0.8% | -3.3% | -3.9% |
| 3Y | +11.3% | +12.3% | -1.0% | +6.4% |
| 5Y | -32.1% | -15.4% | -16.7% | -30.3% |
| 10Y | +110.4% | +15.7% | +94.7% | +110.5% |
| All | +1,197.2% | +103.4% | +1,093.8% | +1,590.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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