+89.7%
VTRS vs SUI
+1.6%
+88.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.2% | -3.6% | -0.1% |
| 7D | +2.4% | +10.0% | -7.6% | -1.0% |
| 30D | +9.1% | +8.4% | +0.7% | +5.6% |
| 3M | +9.4% | +0.7% | +8.7% | +9.0% |
| 6M | +28.3% | -0.9% | +29.3% | +28.3% |
| YTD | +58.0% | +0.6% | +57.4% | +55.7% |
| 1Y | +89.7% | +0.8% | +89.0% | +84.8% |
| All | +89.7% | +1.6% | +88.1% | +84.8% |
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