+223.0%
VT vs SUI
+110.1%
+112.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +0.4% | -2.8% | +3.3% | +1.4% |
| 30D | +1.0% | -1.2% | +2.1% | +1.3% |
| 3M | +2.4% | -1.7% | +4.1% | +2.6% |
| 6M | +12.0% | -10.5% | +22.5% | +15.6% |
| YTD | +15.3% | -1.8% | +17.2% | +15.3% |
| 1Y | +22.6% | -4.1% | +26.7% | +23.3% |
| 3Y | +74.7% | +11.3% | +63.4% | +63.3% |
| 5Y | +66.1% | -32.1% | +98.2% | +83.3% |
| All | +223.0% | +110.1% | +112.9% | +167.8% |
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 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