-88.8%
SUIG vs VT
+63.7%
-152.4%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -1.9% |
| 7D | -4.4% | -2.0% | -2.4% | -3.0% |
| 30D | +13.1% | -1.4% | +14.5% | +14.2% |
| 3M | -21.2% | +4.7% | -25.9% | -23.5% |
| 6M | -30.1% | +11.4% | -41.5% | -34.3% |
| YTD | -41.0% | +13.1% | -54.1% | -44.6% |
| 1Y | -77.3% | +19.0% | -96.3% | -79.0% |
| 3Y | -66.7% | +73.9% | -140.7% | -71.0% |
| 5Y | -88.8% | +65.4% | -154.2% | -90.5% |
| All | -88.8% | +63.7% | -152.4% | -90.5% |
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