+102.6%
V vs SUI
-25.7%
+128.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.7% | -3.9% | -3.4% |
| 7D | +2.9% | +8.8% | -5.8% | +0.2% |
| 30D | +14.0% | +8.9% | +5.1% | +10.8% |
| 3M | +14.9% | +2.0% | +12.8% | +13.9% |
| 6M | +31.7% | -0.6% | +32.4% | +31.6% |
| YTD | +21.2% | +1.3% | +19.9% | +20.0% |
| 1Y | +25.3% | +1.3% | +24.0% | +24.0% |
| 3Y | +77.5% | +16.3% | +61.2% | +64.2% |
| 5Y | +102.6% | -25.1% | +127.6% | +132.4% |
| All | +102.6% | -25.7% | +128.2% | +132.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling