-48.6%
VFC vs SUI
+123.0%
-171.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.3% | +2.8% |
| 7D | +1.6% | -1.5% | +3.1% | +2.4% |
| 30D | +25.5% | +3.7% | +21.7% | +23.0% |
| 3M | +41.3% | -0.4% | +41.7% | +41.2% |
| 6M | +22.2% | -2.8% | +25.0% | +22.9% |
| YTD | +16.4% | -1.6% | +18.0% | +16.1% |
| 1Y | +38.4% | -2.1% | +40.5% | +38.5% |
| 3Y | +56.2% | +18.5% | +37.7% | +39.5% |
| 5Y | -68.2% | -26.5% | -41.6% | -64.4% |
| All | -48.6% | +123.0% | -171.6% | -58.6% |
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