+493.1%
VRTX vs SUI
+118.5%
+374.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.4% | +3.0% | -3.4% | -1.2% |
| 30D | +8.0% | +5.6% | +2.4% | +6.2% |
| 3M | +11.0% | +0.9% | +10.1% | +10.5% |
| 6M | +28.2% | -2.6% | +30.8% | +28.7% |
| YTD | +21.5% | -0.1% | +21.6% | +21.0% |
| 1Y | +34.5% | -1.4% | +36.0% | +34.5% |
| 3Y | +49.5% | +19.8% | +29.7% | +39.2% |
| 5Y | +188.3% | -25.8% | +214.0% | +206.4% |
| 10Y | +493.1% | +118.1% | +375.0% | +371.6% |
| All | +493.1% | +118.5% | +374.6% | +371.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling