-31.2%
SUI vs VT
+66.2%
-97.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -2.8% | +0.4% | -3.3% | -3.1% |
| 30D | -1.2% | +1.0% | -2.1% | -1.8% |
| 3M | -1.7% | +2.4% | -4.1% | -3.6% |
| 6M | -10.5% | +12.0% | -22.5% | -17.7% |
| YTD | -1.8% | +15.3% | -17.2% | -11.7% |
| 1Y | -4.1% | +22.6% | -26.7% | -17.7% |
| 3Y | +11.3% | +74.7% | -63.4% | -29.5% |
| All | -31.2% | +66.2% | -97.4% | -56.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling