+1,574.3%
SUI vs VT
+356.1%
+1,218.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +0.3% | -1.6% | +1.9% | +1.6% |
| 30D | +4.1% | -2.5% | +6.6% | +6.2% |
| 3M | -4.9% | -1.3% | -3.6% | -4.1% |
| 6M | -7.1% | +3.1% | -10.2% | -10.6% |
| YTD | -4.3% | +10.9% | -15.2% | -14.1% |
| 1Y | -4.0% | +12.1% | -16.0% | -14.6% |
| 3Y | +9.8% | +73.9% | -64.1% | -35.5% |
| 5Y | -29.7% | +58.0% | -87.7% | -55.2% |
| 10Y | +109.1% | +225.5% | -116.4% | -34.7% |
| All | +1,574.3% | +356.1% | +1,218.2% | +233.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling