+1,049.2%
SUI vs VO
+799.0%
+250.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.5% | +4.2% | +3.9% |
| 7D | +8.8% | -3.3% | +12.1% | +12.1% |
| 30D | +8.9% | -1.8% | +10.8% | +10.6% |
| 3M | +2.0% | -3.4% | +5.4% | +5.1% |
| 6M | -0.6% | +3.0% | -3.6% | -3.9% |
| YTD | +1.3% | +10.7% | -9.4% | -8.7% |
| 1Y | +1.3% | +11.8% | -10.5% | -9.7% |
| 3Y | +16.3% | +60.4% | -44.1% | -27.2% |
| 5Y | -25.1% | +33.6% | -58.7% | -44.8% |
| 10Y | +121.1% | +202.0% | -80.9% | -30.5% |
| All | +1,049.2% | +799.0% | +250.1% | +17.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling