+567.3%
VRT vs SUI
-26.3%
+593.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +4.9% | +3.8% |
| 7D | -21.4% | +6.2% | -27.6% | -22.6% |
| 30D | -25.8% | +8.6% | -34.4% | -27.9% |
| 3M | -33.5% | +1.0% | -34.5% | -34.1% |
| 6M | -49.0% | -2.6% | -46.4% | -49.4% |
| YTD | +12.9% | -0.1% | +13.1% | +10.8% |
| 1Y | 0.0% | +0.5% | -0.4% | -2.1% |
| 3Y | +361.8% | +15.3% | +346.6% | +292.0% |
| All | +567.3% | -26.3% | +593.6% | +792.4% |
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