+816.3%
VFC vs SUI
+4,171.7%
-3,355.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -3.2% |
| 7D | +10.9% | +8.8% | +2.1% | +7.3% |
| 30D | +40.6% | +8.9% | +31.7% | +35.9% |
| 3M | +34.4% | +2.0% | +32.4% | +33.2% |
| 6M | +12.3% | -0.6% | +12.9% | +11.9% |
| YTD | +14.4% | +1.3% | +13.0% | +13.0% |
| 1Y | +40.6% | +1.3% | +39.3% | +39.0% |
| 3Y | +40.1% | +16.3% | +23.8% | +30.6% |
| 5Y | -67.6% | -25.1% | -42.5% | -64.6% |
| 10Y | -45.9% | +121.1% | -167.0% | -60.7% |
| All | +816.3% | +4,171.7% | -3,355.5% | +200.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling