+1,740.6%
VRT vs SUI
+59.0%
+1,681.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +4.9% | +4.0% |
| 7D | -21.4% | +6.2% | -27.6% | -23.4% |
| 30D | -25.8% | +8.6% | -34.4% | -28.9% |
| 3M | -33.5% | +1.0% | -34.5% | -34.6% |
| 6M | -49.0% | -2.6% | -46.4% | -49.8% |
| YTD | +12.9% | -0.1% | +13.1% | +9.8% |
| 1Y | 0.0% | +0.5% | -0.4% | -3.1% |
| 3Y | +361.8% | +15.3% | +346.6% | +294.8% |
| 5Y | +565.1% | -26.1% | +591.3% | +635.1% |
| All | +1,740.6% | +59.0% | +1,681.7% | +1,591.2% |
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 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