+152.6%
VEA vs SUI
+1,109.0%
-956.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.0% | +0.1% |
| 7D | -2.2% | +6.2% | -8.4% | -4.4% |
| 30D | -3.4% | +8.6% | -11.9% | -6.5% |
| 3M | -5.6% | +1.0% | -6.6% | -6.3% |
| 6M | -3.4% | -2.6% | -0.9% | -3.3% |
| YTD | +9.7% | -0.1% | +9.9% | +8.7% |
| 1Y | +15.4% | +0.5% | +14.9% | +14.0% |
| 3Y | +68.5% | +15.3% | +53.3% | +54.7% |
| 5Y | +49.6% | -26.1% | +75.8% | +59.5% |
| 10Y | +154.3% | +117.8% | +36.5% | +68.6% |
| All | +152.6% | +1,109.0% | -956.4% | -25.3% |
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