+29.3%
V vs SUI
+1.6%
+27.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +5.2% | -1.3% | +2.2% |
| 7D | +9.0% | +10.0% | -1.1% | +5.9% |
| 30D | +18.1% | +8.4% | +9.7% | +15.0% |
| 3M | +18.3% | +0.7% | +17.7% | +17.6% |
| 6M | +34.1% | -0.9% | +35.0% | +33.0% |
| YTD | +25.2% | +0.6% | +24.6% | +23.6% |
| 1Y | +29.3% | +0.8% | +28.5% | +27.4% |
| All | +29.3% | +1.6% | +27.7% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 1y: compounded portfolio wealth divided by compounded SUI 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…
1y analysis · Full analysis span regression · 6 months rolling