+23,851.0%
VLO vs SUI
+4,037.5%
+19,813.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | +0.1% |
| 7D | +5.2% | -2.8% | +8.0% | +6.4% |
| 30D | +22.6% | -1.2% | +23.8% | +23.0% |
| 3M | +43.8% | -1.7% | +45.5% | +44.2% |
| 6M | +65.7% | -10.5% | +76.2% | +71.9% |
| YTD | +131.1% | -1.8% | +132.9% | +130.4% |
| 1Y | +143.6% | -4.1% | +147.7% | +144.5% |
| 3Y | +201.4% | +11.3% | +190.1% | +177.2% |
| 5Y | +568.9% | -32.1% | +601.0% | +635.7% |
| 10Y | +891.8% | +110.4% | +781.4% | +547.3% |
| All | +23,851.0% | +4,037.5% | +19,813.5% | +6,117.2% |
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