+13.8%
VRT vs SUI
+1.6%
+12.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +5.2% | -18.0% | -7.9% |
| 7D | -15.4% | +10.0% | -25.4% | -6.8% |
| 30D | -19.0% | +8.4% | -27.4% | -11.7% |
| 3M | -23.8% | +0.7% | -24.5% | -20.6% |
| 6M | -37.9% | -0.9% | -36.9% | -34.2% |
| YTD | +27.0% | +0.6% | +26.3% | +35.5% |
| 1Y | +13.8% | +0.8% | +13.0% | +22.2% |
| All | +13.8% | +1.6% | +12.2% | +22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling