+62.1%
VEA vs SUI
-32.1%
+94.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | 0.0% |
| 7D | +1.9% | -3.1% | +5.0% | +2.7% |
| 30D | +0.8% | -2.3% | +3.1% | +1.3% |
| 3M | +5.7% | -2.8% | +8.5% | +6.1% |
| 6M | +13.3% | -12.4% | +25.7% | +17.0% |
| YTD | +18.4% | -3.3% | +21.7% | +18.9% |
| 1Y | +27.0% | -5.8% | +32.8% | +28.2% |
| 3Y | +79.3% | +12.5% | +66.8% | +68.2% |
| 5Y | +62.1% | -32.9% | +95.0% | +75.0% |
| All | +62.1% | -32.1% | +94.3% | +75.0% |
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