+26.6%
VTEB vs SUI
+151.3%
-124.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.4% |
| 7D | -1.2% | -1.5% | +0.3% | -1.1% |
| 30D | +2.5% | +3.7% | -1.3% | +2.2% |
| 3M | -1.7% | -0.4% | -1.3% | -1.7% |
| 6M | -1.2% | -2.8% | +1.5% | -1.2% |
| YTD | -0.5% | -1.6% | +1.1% | -0.5% |
| 1Y | -0.1% | -2.1% | +2.0% | -0.1% |
| 3Y | +10.5% | +18.5% | -8.0% | +9.1% |
| 5Y | +2.6% | -26.5% | +29.1% | +3.4% |
| 10Y | +22.4% | +121.6% | -99.3% | +18.0% |
| All | +26.6% | +151.3% | -124.7% | +22.3% |
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