+310.0%
VOO vs SUI
+118.5%
+191.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +0.1% | +3.0% | -2.9% | -0.9% |
| 30D | -3.3% | +5.6% | -8.9% | -5.3% |
| 3M | -2.4% | +0.9% | -3.3% | -3.1% |
| 6M | +2.6% | -2.6% | +5.2% | +2.8% |
| YTD | +11.3% | -0.1% | +11.4% | +10.2% |
| 1Y | +13.4% | -1.4% | +14.9% | +12.9% |
| 3Y | +80.3% | +19.8% | +60.5% | +62.8% |
| 5Y | +72.7% | -25.8% | +98.5% | +85.5% |
| 10Y | +310.0% | +118.1% | +191.9% | +231.0% |
| All | +310.0% | +118.5% | +191.5% | +231.0% |
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 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