+108.2%
SUI vs VT
+224.5%
-116.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -2.8% | +0.4% | -3.3% | -3.2% |
| 30D | -1.2% | +1.0% | -2.1% | -1.9% |
| 3M | -1.7% | +2.4% | -4.1% | -3.9% |
| 6M | -10.5% | +12.0% | -22.5% | -18.3% |
| YTD | -1.8% | +15.3% | -17.2% | -12.5% |
| 1Y | -4.1% | +22.6% | -26.7% | -18.5% |
| 3Y | +11.3% | +74.7% | -63.4% | -29.2% |
| 5Y | -32.1% | +66.1% | -98.2% | -55.4% |
| All | +108.2% | +224.5% | -116.3% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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