+905.2%
VRT vs SUI
-32.0%
+937.2%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.7% | +4.5% |
| 7D | +9.1% | -2.8% | +12.0% | +10.0% |
| 30D | +0.9% | -1.2% | +2.1% | +1.2% |
| 3M | -13.4% | -1.7% | -11.6% | -13.9% |
| 6M | +11.7% | -10.5% | +22.2% | +15.0% |
| YTD | +73.2% | -1.8% | +75.1% | +71.7% |
| 1Y | +123.4% | -4.1% | +127.5% | +122.8% |
| 3Y | +606.2% | +11.3% | +594.9% | +513.4% |
| All | +905.2% | -32.0% | +937.2% | +1,221.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling