+444.3%
VSH vs SUI
+4,109.4%
-3,665.2%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.5% | +7.2% | +6.4% |
| 7D | -12.9% | +6.2% | -19.2% | -15.9% |
| 30D | -36.9% | +8.6% | -45.4% | -40.2% |
| 3M | -28.8% | +1.0% | -29.8% | -30.2% |
| 6M | -30.3% | -2.6% | -27.7% | -31.7% |
| YTD | +62.4% | -0.1% | +62.5% | +56.6% |
| 1Y | +62.5% | +0.5% | +62.1% | +56.2% |
| 3Y | +7.4% | +15.3% | -7.9% | -5.8% |
| 5Y | +25.4% | -26.1% | +51.6% | +34.9% |
| 10Y | +102.6% | +117.8% | -15.2% | +17.6% |
| All | +444.3% | +4,109.4% | -3,665.2% | -9.9% |
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