+768.4%
VLO vs SUI
+115.7%
+652.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.9% |
| 7D | -13.3% | +6.2% | -19.5% | -15.1% |
| 30D | -18.3% | +8.6% | -26.9% | -20.6% |
| 3M | +14.3% | +1.0% | +13.3% | +13.4% |
| 6M | +47.6% | -2.6% | +50.2% | +47.7% |
| YTD | +116.0% | -0.1% | +116.1% | +113.4% |
| 1Y | +101.0% | +0.5% | +100.5% | +98.2% |
| 3Y | +199.0% | +15.3% | +183.8% | +174.2% |
| 5Y | +419.0% | -26.1% | +445.2% | +457.7% |
| All | +768.4% | +115.7% | +652.7% | +618.8% |
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