+742.6%
VGT vs SUI
+120.9%
+621.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.2% | -0.3% |
| 7D | +5.6% | -3.8% | +9.5% | +7.0% |
| 30D | -10.6% | +3.9% | -14.5% | -12.1% |
| 3M | -6.9% | +0.2% | -7.1% | -7.5% |
| 6M | +0.9% | -4.2% | +5.1% | +1.2% |
| YTD | +20.4% | -2.5% | +23.0% | +19.7% |
| 1Y | +17.4% | -4.0% | +21.4% | +17.2% |
| 3Y | +106.3% | +16.5% | +89.7% | +84.9% |
| 5Y | +107.9% | -27.2% | +135.1% | +124.9% |
| All | +742.6% | +120.9% | +621.7% | +561.9% |
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