+35.9%
VGT vs SUI
-7.5%
+43.4%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.2% | -0.5% |
| 7D | +1.5% | -4.3% | +5.8% | +0.2% |
| 30D | +0.5% | -2.1% | +2.7% | -0.1% |
| 3M | +5.3% | -6.1% | +11.4% | +3.8% |
| 6M | +32.4% | -12.8% | +45.2% | +30.1% |
| YTD | +28.6% | -4.6% | +33.2% | +27.8% |
| All | +35.9% | -7.5% | +43.4% | +35.9% |
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 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