-77.9%
VFC vs SUI
-32.0%
-45.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.6% |
| 7D | -1.6% | -2.8% | +1.2% | 0.0% |
| 30D | -11.6% | -1.2% | -10.5% | -11.1% |
| 3M | -18.1% | -1.7% | -16.4% | -17.9% |
| 6M | -27.4% | -10.5% | -16.9% | -23.0% |
| YTD | -24.8% | -1.8% | -23.0% | -24.9% |
| 1Y | -8.2% | -4.1% | -4.1% | -7.0% |
| 3Y | -29.1% | +11.3% | -40.4% | -36.2% |
| All | -77.9% | -32.0% | -45.9% | -75.8% |
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 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