+181.3%
VRTX vs SUI
-25.7%
+207.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.4% |
| 7D | +0.5% | +8.8% | -8.3% | -1.6% |
| 30D | +8.0% | +8.9% | -0.9% | +5.6% |
| 3M | +11.9% | +2.0% | +9.9% | +11.1% |
| 6M | +27.8% | -0.6% | +28.5% | +27.7% |
| YTD | +19.7% | +1.3% | +18.3% | +18.9% |
| 1Y | +30.1% | +1.3% | +28.8% | +29.2% |
| 3Y | +44.2% | +16.3% | +27.9% | +37.1% |
| 5Y | +181.3% | -25.1% | +206.4% | +204.8% |
| All | +181.3% | -25.7% | +207.0% | +204.8% |
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