+16.7%
SUI vs VLTO
+27.2%
-10.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.1% |
| 7D | -2.8% | -2.3% | -0.5% | -2.2% |
| 30D | -1.2% | -0.9% | -0.3% | -1.0% |
| 3M | -1.7% | +13.8% | -15.6% | -5.1% |
| 6M | -10.5% | +2.0% | -12.5% | -11.0% |
| YTD | -1.8% | -3.2% | +1.4% | -1.1% |
| 1Y | -4.1% | -9.2% | +5.1% | -1.6% |
| All | +16.7% | +27.2% | -10.5% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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