+104.4%
SUI vs VEU
+149.3%
-44.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.2% |
| 7D | -3.1% | +1.7% | -4.8% | -4.1% |
| 30D | -2.3% | +1.0% | -3.3% | -2.9% |
| 3M | -2.8% | +5.6% | -8.4% | -6.7% |
| 6M | -12.4% | +13.7% | -26.0% | -20.4% |
| YTD | -3.3% | +17.7% | -21.0% | -14.5% |
| 1Y | -5.8% | +25.8% | -31.6% | -20.6% |
| 3Y | +12.5% | +77.1% | -64.6% | -26.5% |
| 5Y | -32.9% | +57.1% | -90.0% | -52.6% |
| 10Y | +104.4% | +149.8% | -45.4% | +2.0% |
| All | +104.4% | +149.3% | -44.9% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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