+34.3%
VTR vs SUI
-6.7%
+41.0%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.8% | 0.0% |
| 7D | -2.9% | -4.3% | +1.4% | -1.1% |
| 30D | -2.8% | -2.1% | -0.7% | -2.0% |
| 3M | +9.0% | -6.1% | +15.1% | +11.9% |
| 6M | +5.0% | -12.8% | +17.7% | +9.7% |
| YTD | +16.9% | -4.6% | +21.6% | +19.0% |
| 1Y | +34.3% | -7.7% | +42.0% | +35.5% |
| All | +34.3% | -6.7% | +41.0% | +35.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling