+73.0%
VEA vs SUI
+18.2%
+54.8%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.1% |
| 7D | +2.3% | -1.5% | +3.7% | +2.5% |
| 30D | +0.2% | +3.7% | -3.5% | -0.5% |
| 3M | -5.3% | -0.4% | -4.9% | -5.4% |
| 6M | -0.9% | -2.8% | +1.8% | -0.8% |
| YTD | +12.2% | -1.6% | +13.8% | +12.1% |
| 1Y | +16.1% | -2.1% | +18.1% | +16.0% |
| 3Y | +73.0% | +18.5% | +54.5% | +61.1% |
| All | +73.0% | +18.2% | +54.8% | +61.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling