-47.2%
VFC vs SUI
+115.7%
-162.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.9% |
| 7D | +11.2% | +6.2% | +5.0% | +7.8% |
| 30D | +41.5% | +8.6% | +32.9% | +35.5% |
| 3M | +38.9% | +1.0% | +37.9% | +37.8% |
| 6M | +6.1% | -2.6% | +8.7% | +6.7% |
| YTD | +14.5% | -0.1% | +14.7% | +13.3% |
| 1Y | +46.0% | +0.5% | +45.5% | +44.1% |
| 3Y | +36.4% | +15.3% | +21.1% | +23.6% |
| 5Y | -67.5% | -26.1% | -41.4% | -63.9% |
| All | -47.2% | +115.7% | -162.9% | -55.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling