+392.5%
VNQ vs SUI
+1,017.0%
-624.5%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.4% |
| 7D | -1.3% | -2.8% | +1.6% | +0.7% |
| 30D | -2.9% | -1.2% | -1.8% | -2.2% |
| 3M | +0.8% | -1.7% | +2.5% | +1.7% |
| 6M | +2.5% | -10.5% | +12.9% | +10.2% |
| YTD | +10.6% | -1.8% | +12.5% | +11.2% |
| 1Y | +9.1% | -4.1% | +13.2% | +11.2% |
| 3Y | +31.0% | +11.3% | +19.8% | +16.1% |
| 5Y | +4.9% | -32.1% | +37.0% | +29.9% |
| 10Y | +59.5% | +110.4% | -51.0% | -18.5% |
| All | +392.5% | +1,017.0% | -624.5% | -42.9% |
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