+619.5%
VRT vs SUI
+12.1%
+607.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.7% | +4.3% |
| 7D | +9.1% | -2.8% | +12.0% | +8.7% |
| 30D | +0.9% | -1.2% | +2.1% | +0.8% |
| 3M | -13.4% | -1.7% | -11.6% | -13.4% |
| 6M | +11.7% | -10.5% | +22.2% | +11.5% |
| YTD | +73.2% | -1.8% | +75.1% | +73.5% |
| 1Y | +123.4% | -4.1% | +127.5% | +124.0% |
| All | +619.5% | +12.1% | +607.5% | +624.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling