+26.5%
VTEB vs SUI
+150.8%
-124.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | +0.1% |
| 7D | -0.8% | -2.8% | +2.1% | -0.6% |
| 30D | -1.3% | -1.2% | -0.2% | -1.3% |
| 3M | -2.1% | -1.7% | -0.4% | -2.1% |
| 6M | -1.7% | -10.5% | +8.8% | -1.2% |
| YTD | -0.6% | -1.8% | +1.3% | -0.6% |
| 1Y | +3.1% | -4.1% | +7.2% | +3.2% |
| 3Y | +9.2% | +11.3% | -2.0% | +8.2% |
| 5Y | +2.2% | -32.1% | +34.3% | +3.4% |
| 10Y | +18.8% | +110.4% | -91.7% | +14.8% |
| All | +26.5% | +150.8% | -124.2% | +22.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling