+119.1%
SUI vs VO
+197.6%
-78.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.1% |
| 7D | -3.8% | +2.9% | -6.8% | -6.0% |
| 30D | +3.9% | +1.0% | +2.9% | +3.0% |
| 3M | +0.2% | -1.7% | +1.9% | +1.3% |
| 6M | -4.2% | +6.7% | -10.9% | -9.2% |
| YTD | -2.5% | +14.0% | -16.5% | -12.4% |
| 1Y | -4.0% | +13.7% | -17.7% | -13.7% |
| 3Y | +16.5% | +65.8% | -49.3% | -22.7% |
| 5Y | -27.2% | +36.6% | -63.8% | -44.2% |
| All | +119.1% | +197.6% | -78.5% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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