+1,013.1%
SUI vs VO
+827.2%
+185.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -2.8% | -0.3% | -2.6% | -2.6% |
| 30D | -1.2% | -0.3% | -0.8% | -0.9% |
| 3M | -1.7% | +2.9% | -4.7% | -4.7% |
| 6M | -10.5% | +9.3% | -19.8% | -18.1% |
| YTD | -1.8% | +14.2% | -16.0% | -13.9% |
| 1Y | -4.1% | +15.3% | -19.3% | -16.8% |
| 3Y | +11.3% | +56.2% | -45.0% | -28.4% |
| 5Y | -32.1% | +42.4% | -74.5% | -52.9% |
| 10Y | +110.4% | +194.7% | -84.3% | -31.9% |
| All | +1,013.1% | +827.2% | +185.8% | +10.8% |
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