+0.5%
SUI vs VOO
+9.9%
-9.5%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.4% |
| 7D | +6.2% | -2.7% | +8.9% | +6.1% |
| 30D | +8.6% | -5.4% | +14.0% | +8.4% |
| 3M | +1.0% | -4.1% | +5.1% | +0.8% |
| 6M | -2.6% | +0.7% | -3.3% | -3.3% |
| YTD | -0.1% | +8.7% | -8.9% | -3.4% |
| 1Y | +0.5% | +11.0% | -10.5% | -3.4% |
| All | +0.5% | +9.9% | -9.5% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling