-32.9%
SUI vs VSXY
+21.5%
-54.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.9% | -5.3% | -1.8% |
| 7D | -3.1% | -6.8% | +3.7% | -2.7% |
| 30D | -2.3% | -20.4% | +18.1% | -0.8% |
| 3M | -2.8% | +2.9% | -5.7% | -3.3% |
| 6M | -12.4% | +67.9% | -80.3% | -17.0% |
| YTD | -3.3% | +44.9% | -48.2% | -7.6% |
| 1Y | -5.8% | +205.9% | -211.7% | -16.5% |
| 3Y | +12.5% | +373.9% | -361.4% | -11.1% |
| 5Y | -32.9% | +23.5% | -56.3% | -39.3% |
| All | -32.9% | +21.5% | -54.4% | -39.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling