+792.6%
VGT vs SUI
+104.3%
+688.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.3% |
| 7D | +1.8% | -3.1% | +5.0% | +2.9% |
| 30D | -0.3% | -2.3% | +2.0% | +0.4% |
| 3M | +3.4% | -2.8% | +6.2% | +3.7% |
| 6M | +35.0% | -12.4% | +47.3% | +40.3% |
| YTD | +28.8% | -3.3% | +32.1% | +28.9% |
| 1Y | +38.0% | -5.8% | +43.8% | +39.1% |
| 3Y | +125.8% | +12.5% | +113.3% | +105.8% |
| 5Y | +134.7% | -32.9% | +167.6% | +163.0% |
| 10Y | +792.6% | +104.4% | +688.2% | +609.9% |
| All | +792.6% | +104.3% | +688.2% | +609.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling