+1,463.8%
VTR vs SUI
+1,929.7%
-465.9%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.1% | +0.7% |
| 7D | +4.7% | +6.2% | -1.6% | +0.2% |
| 30D | +10.9% | +8.6% | +2.3% | +4.6% |
| 3M | -3.2% | +1.0% | -4.2% | -4.2% |
| 6M | +3.7% | -2.6% | +6.3% | +5.1% |
| YTD | +16.8% | -0.1% | +16.9% | +15.7% |
| 1Y | +21.3% | +0.5% | +20.9% | +19.5% |
| 3Y | +119.0% | +15.3% | +103.8% | +88.5% |
| 5Y | +94.0% | -26.1% | +120.1% | +123.9% |
| 10Y | +112.3% | +117.8% | -5.6% | +18.8% |
| All | +1,463.8% | +1,929.7% | -465.9% | +94.1% |
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