-90.8%
SUIG vs VT
+57.0%
-147.8%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.7% |
| 7D | -16.0% | +2.4% | -18.4% | -17.5% |
| 30D | -35.2% | -1.5% | -33.7% | -34.2% |
| 3M | -1.3% | -4.1% | +2.8% | +2.7% |
| 6M | -53.4% | +0.6% | -54.0% | -52.9% |
| YTD | -50.4% | +11.0% | -61.4% | -52.4% |
| 1Y | -61.6% | +13.3% | -75.0% | -63.5% |
| 3Y | -71.9% | +73.4% | -145.3% | -74.8% |
| All | -90.8% | +57.0% | -147.8% | -92.2% |
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 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