-67.8%
VFC vs SUI
-27.1%
-40.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | 0.0% |
| 7D | -1.4% | -2.4% | +1.1% | 0.0% |
| 30D | +30.7% | +3.3% | +27.4% | +27.9% |
| 3M | +40.6% | +0.7% | +39.9% | +39.6% |
| 6M | +16.5% | -4.1% | +20.6% | +18.2% |
| YTD | +16.2% | -1.8% | +18.0% | +15.7% |
| 1Y | +42.4% | -4.1% | +46.5% | +44.0% |
| 3Y | +48.1% | +17.4% | +30.7% | +28.4% |
| 5Y | -67.8% | -27.0% | -40.8% | -63.2% |
| All | -67.8% | -27.1% | -40.7% | -63.2% |
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