-25.5%
VFC vs SUI
+12.1%
-37.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.5% |
| 7D | -1.6% | -2.8% | +1.2% | -0.1% |
| 30D | -11.6% | -1.2% | -10.5% | -11.1% |
| 3M | -18.1% | -1.7% | -16.4% | -18.0% |
| 6M | -27.4% | -10.5% | -16.9% | -23.2% |
| YTD | -24.8% | -1.8% | -23.0% | -25.0% |
| 1Y | -8.2% | -4.1% | -4.1% | -7.1% |
| All | -25.5% | +12.1% | -37.6% | -35.1% |
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