+17.6%
VTEB vs SUI
+102.6%
-85.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.2% | -0.7% |
| 7D | -1.2% | -4.1% | +2.9% | -1.0% |
| 30D | -2.9% | -3.2% | +0.3% | -2.7% |
| 3M | -3.2% | -8.4% | +5.2% | -2.7% |
| 6M | -2.6% | -14.4% | +11.7% | -1.9% |
| YTD | -1.8% | -5.5% | +3.7% | -1.6% |
| 1Y | +0.2% | -7.3% | +7.6% | +0.5% |
| 3Y | +8.2% | +9.9% | -1.7% | +7.2% |
| 5Y | +0.8% | -31.6% | +32.4% | +2.2% |
| All | +17.6% | +102.6% | -85.0% | +12.4% |
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