+1,072.4%
SUI vs VEU
+168.5%
+903.9%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.6% | -1.6% |
| 7D | +6.2% | -1.6% | +7.9% | +7.5% |
| 30D | +8.6% | -4.3% | +12.9% | +12.1% |
| 3M | +1.0% | -5.8% | +6.8% | +5.4% |
| 6M | -2.6% | -4.4% | +1.8% | -0.5% |
| YTD | -0.1% | +8.7% | -8.8% | -8.5% |
| 1Y | +0.5% | +12.6% | -12.2% | -10.6% |
| 3Y | +15.3% | +65.2% | -50.0% | -25.5% |
| 5Y | -26.1% | +45.5% | -71.7% | -47.4% |
| 10Y | +117.8% | +142.7% | -24.9% | -1.2% |
| All | +1,072.4% | +168.5% | +903.9% | +318.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling