+49.9%
VG vs SUI
+1.3%
+48.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -3.7% |
| 7D | -22.0% | +8.8% | -30.8% | -19.3% |
| 30D | -14.7% | +8.9% | -23.7% | -11.7% |
| 3M | -7.1% | +2.0% | -9.1% | -4.7% |
| 6M | -11.2% | -0.6% | -10.5% | -8.4% |
| YTD | +69.8% | +1.3% | +68.5% | +66.7% |
| 1Y | +49.9% | +1.3% | +48.6% | +47.5% |
| All | +49.9% | +1.3% | +48.5% | +47.5% |
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