+1,917.9%
VRT vs SUI
+59.0%
+1,858.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | 0.0% | +9.6% | +9.6% |
| 7D | -10.6% | +3.0% | -13.6% | -11.9% |
| 30D | -17.4% | +5.6% | -23.0% | -20.0% |
| 3M | -26.4% | +0.9% | -27.3% | -27.5% |
| 6M | -41.0% | -2.6% | -38.4% | -41.9% |
| YTD | +23.8% | -0.1% | +23.9% | +20.3% |
| 1Y | +11.6% | -1.4% | +13.0% | +9.1% |
| 3Y | +403.5% | +19.8% | +383.7% | +321.3% |
| 5Y | +647.0% | -25.8% | +672.8% | +723.5% |
| All | +1,917.9% | +59.0% | +1,858.9% | +1,754.0% |
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