+12.8%
VG vs SUI
-2.0%
+14.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.5% |
| 7D | +1.7% | -2.8% | +4.5% | +1.3% |
| 30D | +16.0% | -1.2% | +17.2% | +15.9% |
| 3M | +9.7% | -1.7% | +11.5% | +10.1% |
| 6M | +29.6% | -10.5% | +40.0% | +31.9% |
| YTD | +112.0% | -1.8% | +113.9% | +106.7% |
| 1Y | +12.8% | -4.1% | +16.9% | +10.2% |
| All | +12.8% | -2.0% | +14.8% | +10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling