+1,052.4%
SUI vs VEU
+192.1%
+860.3%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.8% |
| 7D | -2.8% | +1.1% | -4.0% | -3.7% |
| 30D | -1.2% | +2.2% | -3.4% | -2.8% |
| 3M | -1.7% | +3.0% | -4.7% | -4.8% |
| 6M | -10.5% | +10.9% | -21.3% | -18.7% |
| YTD | -1.8% | +18.2% | -20.0% | -15.4% |
| 1Y | -4.1% | +28.3% | -32.4% | -22.8% |
| 3Y | +11.3% | +74.6% | -63.4% | -30.8% |
| 5Y | -32.1% | +56.4% | -88.5% | -54.2% |
| 10Y | +110.4% | +153.0% | -42.6% | -7.2% |
| All | +1,052.4% | +192.1% | +860.3% | +286.2% |
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