+63.9%
VNQ vs SUI
+104.7%
-40.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.3% | -0.2% |
| 7D | -0.9% | -4.3% | +3.4% | +1.8% |
| 30D | -2.2% | -2.1% | -0.1% | -1.0% |
| 3M | -1.9% | -6.1% | +4.2% | +1.6% |
| 6M | +3.2% | -12.8% | +16.0% | +11.8% |
| YTD | +9.4% | -4.6% | +14.0% | +11.9% |
| 1Y | +7.5% | -7.7% | +15.2% | +12.0% |
| 3Y | +31.1% | +10.9% | +20.1% | +18.0% |
| 5Y | +6.6% | -32.4% | +39.0% | +30.9% |
| 10Y | +63.9% | +105.7% | -41.7% | -6.2% |
| All | +63.9% | +104.7% | -40.8% | -6.2% |
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 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