+1,216.9%
VST vs SUI
+109.8%
+1,107.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.9% | +3.6% |
| 7D | +8.9% | -2.8% | +11.7% | +9.9% |
| 30D | +6.2% | -1.2% | +7.4% | +6.6% |
| 3M | -2.7% | -1.7% | -1.0% | -2.8% |
| 6M | -8.4% | -10.5% | +2.1% | -5.5% |
| YTD | -7.2% | -1.8% | -5.4% | -7.4% |
| 1Y | -20.9% | -4.1% | -16.8% | -20.8% |
| 3Y | +384.0% | +11.3% | +372.7% | +339.2% |
| 5Y | +757.1% | -32.1% | +789.2% | +855.7% |
| All | +1,216.9% | +109.8% | +1,107.1% | +968.0% |
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