+790.3%
VLO vs SUI
+123.0%
+667.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.0% |
| 7D | +9.6% | -1.5% | +11.1% | +10.1% |
| 30D | -17.4% | +3.7% | -21.1% | -18.6% |
| 3M | +10.8% | -0.4% | +11.2% | +10.3% |
| 6M | +56.9% | -2.8% | +59.7% | +57.1% |
| YTD | +136.8% | -1.6% | +138.4% | +135.0% |
| 1Y | +120.7% | -2.1% | +122.7% | +119.3% |
| 3Y | +231.9% | +18.5% | +213.4% | +200.3% |
| 5Y | +479.0% | -26.5% | +505.5% | +522.7% |
| All | +790.3% | +123.0% | +667.3% | +577.6% |
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 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