+1,481.1%
VTR vs SUI
+1,895.0%
-414.0%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.8% |
| 7D | -1.7% | -2.8% | +1.2% | +0.3% |
| 30D | -2.4% | -1.2% | -1.3% | -1.7% |
| 3M | +14.8% | -1.7% | +16.5% | +16.1% |
| 6M | +5.3% | -10.5% | +15.8% | +13.4% |
| YTD | +18.1% | -1.8% | +19.9% | +18.7% |
| 1Y | +36.7% | -4.1% | +40.8% | +39.2% |
| 3Y | +130.1% | +11.3% | +118.8% | +102.6% |
| 5Y | +89.5% | -32.1% | +121.6% | +132.5% |
| 10Y | +87.4% | +110.4% | -23.1% | +7.7% |
| All | +1,481.1% | +1,895.0% | -414.0% | +99.1% |
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