+199.0%
VLO vs SUI
+15.1%
+183.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -1.2% |
| 7D | -13.3% | +6.2% | -19.5% | -13.9% |
| 30D | -18.3% | +8.6% | -26.9% | -19.0% |
| 3M | +14.3% | +1.0% | +13.3% | +14.3% |
| 6M | +47.6% | -2.6% | +50.2% | +48.2% |
| YTD | +116.0% | -0.1% | +116.1% | +115.2% |
| 1Y | +101.0% | +0.5% | +100.5% | +100.0% |
| 3Y | +199.0% | +15.3% | +183.8% | +182.0% |
| All | +199.0% | +15.1% | +183.9% | +182.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling