-26.1%
SUI vs VO
+32.6%
-58.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.3% | -1.4% |
| 7D | +6.2% | -2.6% | +8.8% | +8.2% |
| 30D | +8.6% | -0.9% | +9.5% | +9.2% |
| 3M | +1.0% | -3.0% | +4.0% | +3.1% |
| 6M | -2.6% | +2.2% | -4.8% | -4.6% |
| YTD | -0.1% | +10.6% | -10.7% | -8.2% |
| 1Y | +0.5% | +12.5% | -12.0% | -8.9% |
| 3Y | +15.3% | +61.4% | -46.1% | -23.4% |
| All | -26.1% | +32.6% | -58.7% | -41.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling