+449.7%
V vs SUI
+115.7%
+334.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.6% |
| 7D | +2.2% | +6.2% | -4.0% | -0.2% |
| 30D | +13.6% | +8.6% | +5.0% | +9.8% |
| 3M | +14.3% | +1.0% | +13.3% | +13.6% |
| 6M | +33.1% | -2.6% | +35.7% | +34.0% |
| YTD | +21.2% | -0.1% | +21.4% | +20.5% |
| 1Y | +26.4% | +0.5% | +26.0% | +25.3% |
| 3Y | +77.6% | +15.3% | +62.3% | +62.2% |
| 5Y | +102.6% | -26.1% | +128.7% | +122.8% |
| All | +449.7% | +115.7% | +334.0% | +313.9% |
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