+2,997.4%
VMC vs SUI
+4,109.4%
-1,112.1%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.3% |
| 7D | +0.5% | +6.2% | -5.7% | -2.2% |
| 30D | +15.8% | +8.6% | +7.2% | +11.4% |
| 3M | +0.6% | +1.0% | -0.4% | -0.1% |
| 6M | -4.0% | -2.6% | -1.4% | -3.4% |
| YTD | -0.3% | -0.1% | -0.2% | -0.9% |
| 1Y | -0.5% | +0.5% | -1.0% | -1.4% |
| 3Y | +39.6% | +15.3% | +24.3% | +26.6% |
| 5Y | +50.1% | -26.1% | +76.2% | +64.1% |
| 10Y | +163.9% | +117.8% | +46.1% | +67.1% |
| All | +2,997.4% | +4,109.4% | -1,112.1% | +622.1% |
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