+122.4%
VTR vs SUI
+118.5%
+4.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.1% | +0.8% |
| 7D | +4.7% | +6.2% | -1.6% | 0.0% |
| 30D | +10.9% | +8.6% | +2.3% | +4.2% |
| 3M | -3.2% | +1.0% | -4.2% | -4.3% |
| 6M | +3.7% | -2.6% | +6.3% | +5.1% |
| YTD | +16.8% | -0.1% | +16.9% | +15.5% |
| 1Y | +21.3% | +0.5% | +20.9% | +19.2% |
| 3Y | +119.0% | +15.3% | +103.8% | +84.0% |
| 5Y | +94.0% | -26.1% | +120.1% | +131.2% |
| All | +122.4% | +118.5% | +4.0% | +7.7% |
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