+387.7%
V vs SUI
+110.1%
+277.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.8% |
| 7D | -1.7% | -2.8% | +1.1% | -0.6% |
| 30D | +2.0% | -1.2% | +3.1% | +2.4% |
| 3M | +17.4% | -1.7% | +19.1% | +18.1% |
| 6M | +17.5% | -10.5% | +28.0% | +22.4% |
| YTD | +7.6% | -1.8% | +9.4% | +7.8% |
| 1Y | +7.7% | -4.1% | +11.8% | +8.8% |
| 3Y | +54.7% | +11.3% | +43.4% | +43.2% |
| 5Y | +73.0% | -32.1% | +105.2% | +97.5% |
| All | +387.7% | +110.1% | +277.6% | +280.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling