+2,777.3%
VMC vs SUI
+4,037.5%
-1,260.2%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.3% | +1.1% |
| 7D | -4.3% | -2.8% | -1.5% | -3.1% |
| 30D | -8.2% | -1.2% | -7.1% | -7.8% |
| 3M | -7.0% | -1.7% | -5.3% | -6.5% |
| 6M | -10.8% | -10.5% | -0.3% | -6.5% |
| YTD | -7.4% | -1.8% | -5.6% | -7.1% |
| 1Y | -9.5% | -4.1% | -5.4% | -8.5% |
| 3Y | +20.5% | +11.3% | +9.2% | +10.8% |
| 5Y | +51.6% | -32.1% | +83.7% | +72.5% |
| 10Y | +150.0% | +110.4% | +39.6% | +61.0% |
| All | +2,777.3% | +4,037.5% | -1,260.2% | +577.0% |
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 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