+402.0%
VNQ vs SUI
+1,017.4%
-615.4%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.8% | +0.5% |
| 7D | -1.0% | -2.4% | +1.4% | +0.7% |
| 30D | +6.2% | +3.3% | +2.9% | +3.4% |
| 3M | +1.5% | +0.7% | +0.9% | +0.5% |
| 6M | +2.1% | -4.1% | +6.2% | +4.2% |
| YTD | +12.8% | -1.8% | +14.6% | +12.8% |
| 1Y | +10.4% | -4.1% | +14.5% | +12.2% |
| 3Y | +44.4% | +17.4% | +27.0% | +23.0% |
| 5Y | +7.4% | -27.0% | +34.4% | +25.7% |
| 10Y | +84.0% | +121.2% | -37.2% | -9.8% |
| All | +402.0% | +1,017.4% | -615.4% | -42.1% |
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