+1,678.9%
VRT vs SUI
+61.3%
+1,617.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +0.7% | -14.7% | -14.3% |
| 7D | -28.1% | +8.8% | -36.9% | -30.6% |
| 30D | -30.2% | +8.9% | -39.1% | -33.1% |
| 3M | -36.4% | +2.0% | -38.4% | -37.6% |
| 6M | -48.2% | -0.6% | -47.5% | -49.3% |
| YTD | +9.2% | +1.3% | +7.8% | +5.6% |
| 1Y | -7.2% | +1.3% | -8.5% | -10.3% |
| 3Y | +338.7% | +16.3% | +322.4% | +274.5% |
| 5Y | +542.8% | -25.1% | +567.9% | +607.0% |
| All | +1,678.9% | +61.3% | +1,617.6% | +1,526.7% |
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 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