+2,267.4%
VGT vs SUI
+1,020.5%
+1,246.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.7% | +0.4% |
| 7D | +1.0% | -2.8% | +3.8% | +2.0% |
| 30D | +1.3% | -1.2% | +2.5% | +1.6% |
| 3M | -1.1% | -1.7% | +0.6% | -1.2% |
| 6M | +32.6% | -10.5% | +43.1% | +36.8% |
| YTD | +29.0% | -1.8% | +30.8% | +28.5% |
| 1Y | +39.7% | -4.1% | +43.8% | +40.0% |
| 3Y | +120.9% | +11.3% | +109.7% | +104.4% |
| 5Y | +133.6% | -32.1% | +165.7% | +156.7% |
| 10Y | +792.6% | +110.4% | +682.1% | +534.9% |
| All | +2,267.4% | +1,020.5% | +1,246.9% | +690.6% |
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