-22.6%
SUI vs VSXY
+96.5%
-119.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.6% | -3.1% | -1.6% |
| 7D | +6.2% | +11.8% | -5.6% | +5.4% |
| 30D | +8.6% | +25.9% | -17.4% | +6.8% |
| 3M | +1.0% | +15.5% | -14.5% | -0.3% |
| 6M | -2.6% | +109.7% | -112.3% | -8.7% |
| YTD | -0.1% | +99.5% | -99.6% | -6.5% |
| 1Y | +0.5% | +197.5% | -197.0% | -9.4% |
| 3Y | +15.3% | +453.3% | -438.0% | -6.8% |
| 5Y | -26.1% | +110.3% | -136.4% | -35.1% |
| All | -22.6% | +96.5% | -119.0% | -31.6% |
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