-3.9%
SUIG vs VT
+432.9%
-436.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.5% | +6.6% | +6.3% |
| 7D | +11.2% | +1.0% | +10.2% | +10.7% |
| 30D | +22.2% | -0.2% | +22.4% | +22.3% |
| 3M | -16.1% | +4.5% | -20.7% | -17.7% |
| 6M | -19.4% | +14.1% | -33.4% | -23.3% |
| YTD | -37.7% | +14.8% | -52.5% | -40.7% |
| 1Y | -82.5% | +21.2% | -103.7% | -83.6% |
| 3Y | -64.9% | +76.6% | -141.4% | -70.7% |
| 5Y | -87.5% | +66.6% | -154.1% | -89.5% |
| 10Y | +32.1% | +222.3% | -190.2% | -22.4% |
| All | -3.9% | +432.9% | -436.8% | -85.0% |
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 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