+484.0%
V vs SUI
+123.0%
+361.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.9% |
| 7D | +0.9% | -1.5% | +2.4% | +1.5% |
| 30D | +9.0% | +3.7% | +5.2% | +7.3% |
| 3M | +16.7% | -0.4% | +17.1% | +16.7% |
| 6M | +33.4% | -2.8% | +36.2% | +34.5% |
| YTD | +22.4% | -1.6% | +24.0% | +22.3% |
| 1Y | +27.7% | -2.1% | +29.7% | +27.8% |
| 3Y | +78.0% | +18.5% | +59.5% | +60.4% |
| 5Y | +108.5% | -26.5% | +135.0% | +129.7% |
| All | +484.0% | +123.0% | +361.0% | +344.7% |
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