+660.1%
SUI vs VOO
+817.1%
-157.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.1% |
| 7D | -2.8% | +0.1% | -2.9% | -2.9% |
| 30D | -1.2% | +0.1% | -1.2% | -1.2% |
| 3M | -1.7% | +2.0% | -3.8% | -3.7% |
| 6M | -10.5% | +13.0% | -23.5% | -19.1% |
| YTD | -1.8% | +13.6% | -15.4% | -11.7% |
| 1Y | -4.1% | +20.1% | -24.2% | -17.7% |
| 3Y | +11.3% | +77.6% | -66.3% | -31.6% |
| 5Y | -32.1% | +82.4% | -114.5% | -59.5% |
| 10Y | +110.4% | +316.8% | -206.4% | -39.8% |
| All | +660.1% | +817.1% | -157.0% | -18.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling