+302.5%
VTI vs SUI
+104.7%
+197.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.8% | -0.1% |
| 7D | -0.4% | -4.3% | +3.9% | +1.1% |
| 30D | -1.6% | -2.1% | +0.5% | -0.9% |
| 3M | +3.6% | -6.1% | +9.7% | +5.5% |
| 6M | +13.0% | -12.8% | +25.8% | +17.9% |
| YTD | +12.7% | -4.6% | +17.3% | +13.7% |
| 1Y | +18.4% | -7.7% | +26.1% | +20.6% |
| 3Y | +76.4% | +10.9% | +65.5% | +63.9% |
| 5Y | +73.7% | -32.4% | +106.1% | +93.5% |
| 10Y | +302.5% | +105.7% | +196.8% | +234.4% |
| All | +302.5% | +104.7% | +197.8% | +234.4% |
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