+455.4%
V vs SUI
+122.7%
+332.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.7% |
| 7D | +0.8% | +3.4% | -2.6% | -0.6% |
| 30D | +9.9% | +4.6% | +5.3% | +7.9% |
| 3M | +17.5% | +1.6% | +15.9% | +16.5% |
| 6M | +33.5% | -3.5% | +36.9% | +34.9% |
| YTD | +21.6% | -1.0% | +22.6% | +21.2% |
| 1Y | +27.6% | -1.7% | +29.3% | +27.5% |
| 3Y | +76.4% | +18.4% | +58.0% | +59.1% |
| 5Y | +103.8% | -26.3% | +130.2% | +124.4% |
| All | +455.4% | +122.7% | +332.7% | +321.8% |
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