+17.0%
SUI vs VO
+60.4%
-43.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.5% | +4.2% | +2.7% |
| 7D | +8.8% | -3.3% | +12.1% | +10.9% |
| 30D | +8.9% | -1.8% | +10.8% | +10.0% |
| 3M | +2.0% | -3.4% | +5.4% | +4.0% |
| 6M | -0.6% | +3.0% | -3.6% | -2.9% |
| YTD | +1.3% | +10.7% | -9.4% | -5.7% |
| 1Y | +1.3% | +11.8% | -10.5% | -6.5% |
| All | +17.0% | +60.4% | -43.5% | -30.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling