+6,834.9%
VRTX vs SUI
+4,037.5%
+2,797.3%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.0% |
| 7D | +0.8% | -2.8% | +3.6% | +1.9% |
| 30D | +12.6% | -1.2% | +13.8% | +13.0% |
| 3M | +23.6% | -1.7% | +25.4% | +24.2% |
| 6M | +14.3% | -10.5% | +24.7% | +18.8% |
| YTD | +20.5% | -1.8% | +22.3% | +20.8% |
| 1Y | +37.6% | -4.1% | +41.7% | +38.9% |
| 3Y | +55.5% | +11.3% | +44.3% | +45.0% |
| 5Y | +175.7% | -32.1% | +207.9% | +204.5% |
| 10Y | +474.2% | +110.4% | +363.8% | +280.1% |
| All | +6,834.9% | +4,037.5% | +2,797.3% | +1,333.5% |
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