-20.9%
VST vs SUI
-2.0%
-18.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.9% | +3.4% |
| 7D | +8.9% | -2.8% | +11.7% | +8.0% |
| 30D | +6.2% | -1.2% | +7.4% | +5.9% |
| 3M | -2.7% | -1.7% | -1.0% | -3.0% |
| 6M | -8.4% | -10.5% | +2.1% | -10.5% |
| YTD | -7.2% | -1.8% | -5.4% | -6.2% |
| 1Y | -20.9% | -4.1% | -16.8% | -19.8% |
| All | -20.9% | -2.0% | -18.9% | -19.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling