+641.1%
VSH vs SUI
+4,037.5%
-3,396.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.8% | +4.6% |
| 7D | +4.1% | -2.8% | +6.9% | +5.5% |
| 30D | -4.2% | -1.2% | -3.0% | -3.6% |
| 3M | -50.0% | -1.7% | -48.2% | -50.4% |
| 6M | +80.2% | -10.5% | +90.7% | +87.0% |
| YTD | +121.1% | -1.8% | +122.9% | +118.4% |
| 1Y | +112.0% | -4.1% | +116.1% | +111.2% |
| 3Y | +22.5% | +11.3% | +11.3% | +10.7% |
| 5Y | +64.0% | -32.1% | +96.2% | +86.6% |
| 10Y | +170.4% | +110.4% | +59.9% | +61.7% |
| All | +641.1% | +4,037.5% | -3,396.4% | +25.6% |
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