-23.9%
SUI vs VSXY
+99.7%
-123.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.8% |
| 7D | -2.4% | +0.8% | -3.3% | -2.5% |
| 30D | +3.3% | +24.0% | -20.7% | +1.8% |
| 3M | +0.7% | +16.7% | -16.0% | -0.6% |
| 6M | -4.1% | +138.6% | -142.8% | -11.1% |
| YTD | -1.8% | +102.8% | -104.6% | -8.2% |
| 1Y | -4.1% | +214.2% | -218.2% | -13.8% |
| 3Y | +17.4% | +461.4% | -444.0% | -5.1% |
| 5Y | -27.0% | +118.3% | -145.3% | -36.0% |
| All | -23.9% | +99.7% | -123.6% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 10y: compounded portfolio wealth divided by compounded VSXY 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…
10y analysis · Full analysis span regression · 6 months rolling