-32.9%
SUI vs VYM
+77.8%
-110.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.1% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | -2.3% | -1.3% | -1.0% | -1.3% |
| 3M | -2.8% | +4.1% | -6.9% | -6.2% |
| 6M | -12.4% | +9.8% | -22.2% | -19.4% |
| YTD | -3.3% | +15.3% | -18.6% | -15.0% |
| 1Y | -5.8% | +20.0% | -25.8% | -20.3% |
| 3Y | +12.5% | +66.2% | -53.8% | -31.3% |
| 5Y | -32.9% | +77.5% | -110.4% | -60.5% |
| All | -32.9% | +77.8% | -110.7% | -60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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