+121.2%
VSH vs SUI
+117.1%
+4.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.8% |
| 7D | -1.6% | +3.4% | -5.0% | -3.0% |
| 30D | -21.3% | +4.6% | -25.9% | -23.4% |
| 3M | -18.9% | +1.6% | -20.5% | -20.3% |
| 6M | -21.4% | -3.5% | -18.0% | -22.2% |
| YTD | +86.8% | -1.0% | +87.8% | +82.2% |
| 1Y | +85.8% | -1.7% | +87.5% | +81.7% |
| 3Y | +30.1% | +18.4% | +11.8% | +14.7% |
| 5Y | +42.8% | -26.3% | +69.2% | +54.3% |
| 10Y | +121.2% | +123.3% | -2.1% | +80.1% |
| All | +121.2% | +117.1% | +4.1% | +80.1% |
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