+1,093.5%
SUI vs VIG
+630.3%
+463.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.0% |
| 7D | +6.2% | -1.8% | +8.0% | +8.3% |
| 30D | +8.6% | +2.7% | +5.9% | +5.4% |
| 3M | +1.0% | 0.0% | +1.0% | +0.9% |
| 6M | -2.6% | +6.8% | -9.3% | -9.7% |
| YTD | -0.1% | +12.1% | -12.2% | -12.5% |
| 1Y | +0.5% | +14.8% | -14.4% | -14.5% |
| 3Y | +15.3% | +62.4% | -47.2% | -34.5% |
| 5Y | -26.1% | +59.6% | -85.7% | -57.3% |
| 10Y | +117.8% | +261.5% | -143.6% | -55.6% |
| All | +1,093.5% | +630.3% | +463.2% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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