+960.3%
VTI vs SUI
+1,378.7%
-418.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | +0.1% | -2.8% | +2.9% | +1.2% |
| 30D | 0.0% | -1.2% | +1.2% | +0.4% |
| 3M | +2.0% | -1.7% | +3.7% | +2.2% |
| 6M | +13.0% | -10.5% | +23.4% | +17.1% |
| YTD | +13.9% | -1.8% | +15.8% | +13.9% |
| 1Y | +20.0% | -4.1% | +24.1% | +20.7% |
| 3Y | +75.8% | +11.3% | +64.5% | +63.2% |
| 5Y | +73.8% | -32.1% | +106.0% | +92.7% |
| 10Y | +297.5% | +110.4% | +187.0% | +173.2% |
| All | +960.3% | +1,378.7% | -418.4% | +174.3% |
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