+134.7%
VGT vs SUI
-32.1%
+166.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.2% |
| 7D | +1.8% | -3.1% | +5.0% | +2.7% |
| 30D | -0.3% | -2.3% | +2.0% | +0.2% |
| 3M | +3.4% | -2.8% | +6.2% | +3.6% |
| 6M | +35.0% | -12.4% | +47.3% | +39.5% |
| YTD | +28.8% | -3.3% | +32.1% | +28.8% |
| 1Y | +38.0% | -5.8% | +43.8% | +38.9% |
| 3Y | +125.8% | +12.5% | +113.3% | +105.1% |
| 5Y | +134.7% | -32.9% | +167.6% | +177.1% |
| All | +134.7% | -32.1% | +166.9% | +177.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling