+502.3%
VFC vs SUI
+4,037.5%
-3,535.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.5% |
| 7D | -1.6% | -2.8% | +1.2% | -0.5% |
| 30D | -11.6% | -1.2% | -10.5% | -11.3% |
| 3M | -18.1% | -1.7% | -16.4% | -17.9% |
| 6M | -27.4% | -10.5% | -16.9% | -24.5% |
| YTD | -24.8% | -1.8% | -23.0% | -24.7% |
| 1Y | -8.2% | -4.1% | -4.1% | -7.3% |
| 3Y | -29.1% | +11.3% | -40.4% | -32.9% |
| 5Y | -79.2% | -32.1% | -47.1% | -76.4% |
| 10Y | -68.1% | +110.4% | -178.5% | -76.4% |
| All | +502.3% | +4,037.5% | -3,535.3% | +100.4% |
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