+7.4%
VSH vs SUI
+15.1%
-7.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.5% | +7.2% | +5.8% |
| 7D | -12.9% | +6.2% | -19.2% | -13.4% |
| 30D | -36.9% | +8.6% | -45.4% | -37.8% |
| 3M | -28.8% | +1.0% | -29.8% | -28.8% |
| 6M | -30.3% | -2.6% | -27.7% | -30.2% |
| YTD | +62.4% | -0.1% | +62.5% | +60.2% |
| 1Y | +62.5% | +0.5% | +62.1% | +59.8% |
| 3Y | +7.4% | +15.3% | -7.9% | -6.7% |
| All | +7.4% | +15.1% | -7.8% | -6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling