+227.8%
VST vs SUI
+16.8%
+211.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.7% | -6.8% | -6.0% |
| 7D | -19.9% | +8.8% | -28.7% | -18.7% |
| 30D | -29.7% | +8.9% | -38.6% | -28.6% |
| 3M | -19.6% | +2.0% | -21.6% | -18.8% |
| 6M | -29.4% | -0.6% | -28.8% | -28.8% |
| YTD | -29.7% | +1.3% | -31.1% | -29.0% |
| 1Y | -40.0% | +1.3% | -41.3% | -39.4% |
| All | +227.8% | +16.8% | +211.0% | +209.2% |
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