+95.9%
VCIT vs SUI
+1,216.1%
-1,120.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.2% | -4.5% | +0.4% |
| 7D | +0.4% | +10.0% | -9.6% | 0.0% |
| 30D | +2.2% | +8.4% | -6.2% | +1.7% |
| 3M | -1.8% | +0.7% | -2.5% | -1.9% |
| 6M | -1.6% | -0.9% | -0.7% | -1.7% |
| YTD | -1.7% | +0.6% | -2.4% | -1.9% |
| 1Y | -0.8% | +0.8% | -1.6% | -1.0% |
| 3Y | +19.3% | +15.5% | +3.8% | +18.0% |
| 5Y | +3.5% | -25.9% | +29.4% | +3.8% |
| 10Y | +28.6% | +119.5% | -90.9% | +26.1% |
| All | +95.9% | +1,216.1% | -1,120.2% | +99.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling