+138.2%
VSH vs SUI
+120.9%
+17.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.8% | +9.6% | +9.1% |
| 7D | +12.8% | -2.4% | +15.2% | +13.7% |
| 30D | -9.0% | +3.3% | -12.4% | -11.1% |
| 3M | -12.2% | +0.7% | -12.9% | -13.5% |
| 6M | -15.9% | -4.1% | -11.8% | -16.6% |
| YTD | +103.2% | -1.8% | +105.0% | +98.7% |
| 1Y | +108.4% | -4.1% | +112.5% | +105.9% |
| 3Y | +41.6% | +17.4% | +24.2% | +25.1% |
| 5Y | +54.6% | -27.0% | +81.6% | +67.5% |
| 10Y | +138.2% | +121.2% | +17.0% | +94.5% |
| All | +138.2% | +120.9% | +17.3% | +94.5% |
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 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