+50.0%
VG vs SUI
-0.1%
+50.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.5% | -0.5% |
| 7D | -22.0% | +6.2% | -28.3% | -20.0% |
| 30D | -11.6% | +8.6% | -20.2% | -8.9% |
| 3M | -14.9% | +1.0% | -15.9% | -13.2% |
| 6M | -3.5% | -2.6% | -0.9% | -1.2% |
| YTD | +70.0% | -0.1% | +70.1% | +65.9% |
| 1Y | +50.0% | +0.5% | +49.5% | +47.2% |
| All | +50.0% | -0.1% | +50.1% | +47.2% |
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