+2,723.0%
VRT vs SUI
+56.2%
+2,666.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.7% | +4.5% |
| 7D | +9.1% | -2.8% | +12.0% | +10.3% |
| 30D | +0.9% | -1.2% | +2.1% | +1.3% |
| 3M | -13.4% | -1.7% | -11.6% | -14.0% |
| 6M | +11.7% | -10.5% | +22.2% | +15.4% |
| YTD | +73.2% | -1.8% | +75.1% | +71.4% |
| 1Y | +123.4% | -4.1% | +127.5% | +122.4% |
| 3Y | +606.2% | +11.3% | +594.9% | +518.5% |
| 5Y | +899.9% | -32.1% | +932.0% | +1,061.4% |
| All | +2,723.0% | +56.2% | +2,666.8% | +2,540.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling