+6,857.3%
VRTX vs SUI
+4,072.7%
+2,784.6%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.5% |
| 7D | +3.2% | +3.4% | -0.2% | +1.9% |
| 30D | +7.4% | +4.6% | +2.8% | +5.4% |
| 3M | +4.6% | +1.6% | +3.0% | +3.7% |
| 6M | +27.5% | -3.5% | +30.9% | +28.6% |
| YTD | +20.9% | -1.0% | +21.9% | +20.5% |
| 1Y | +30.1% | -1.7% | +31.8% | +30.1% |
| 3Y | +46.6% | +18.4% | +28.3% | +33.7% |
| 5Y | +191.6% | -26.3% | +217.9% | +211.6% |
| 10Y | +474.5% | +123.3% | +351.2% | +271.7% |
| All | +6,857.3% | +4,072.7% | +2,784.6% | +1,330.8% |
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 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