+19.6%
SUI vs VLTO
+54.7%
-35.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.6% | +4.5% | +5.0% |
| 7D | +10.0% | +13.8% | -3.8% | +5.9% |
| 30D | +8.4% | +21.2% | -12.8% | +2.5% |
| 3M | +0.7% | +21.5% | -20.8% | -4.9% |
| 6M | -0.9% | +33.0% | -33.9% | -8.7% |
| YTD | +0.6% | +17.8% | -17.1% | -4.2% |
| 1Y | +0.8% | +18.1% | -17.3% | -4.3% |
| 3Y | +15.5% | +67.6% | -52.1% | +3.4% |
| All | +19.6% | +54.7% | -35.1% | +6.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling