+913.2%
VTI vs SUI
+1,404.4%
-491.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.8% | +0.9% |
| 7D | -2.6% | +6.2% | -8.8% | -4.8% |
| 30D | -5.0% | +8.6% | -13.6% | -8.2% |
| 3M | -4.3% | +1.0% | -5.3% | -5.0% |
| 6M | +0.6% | -2.6% | +3.2% | +0.7% |
| YTD | +8.9% | -0.1% | +9.0% | +7.7% |
| 1Y | +11.1% | +0.5% | +10.7% | +9.7% |
| 3Y | +74.5% | +15.3% | +59.3% | +59.6% |
| 5Y | +60.1% | -26.1% | +86.2% | +71.3% |
| 10Y | +297.4% | +117.8% | +179.6% | +168.9% |
| All | +913.2% | +1,404.4% | -491.3% | +159.5% |
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