+2,020.8%
VGT vs SUI
+1,039.9%
+980.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +2.8% | +1.9% |
| 7D | -7.2% | +6.2% | -13.4% | -9.3% |
| 30D | -16.1% | +8.6% | -24.7% | -18.8% |
| 3M | -9.2% | +1.0% | -10.2% | -10.0% |
| 6M | -0.7% | -2.6% | +1.9% | -1.0% |
| YTD | +15.6% | -0.1% | +15.7% | +13.9% |
| 1Y | +14.4% | +0.5% | +13.9% | +12.4% |
| 3Y | +105.2% | +15.3% | +90.0% | +87.1% |
| 5Y | +100.0% | -26.1% | +126.2% | +112.4% |
| 10Y | +712.1% | +117.8% | +594.3% | +468.6% |
| All | +2,020.8% | +1,039.9% | +980.8% | +600.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling