-32.7%
VTRS vs SUI
+120.9%
-153.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.1% | -1.6% |
| 7D | +9.0% | -3.8% | +12.8% | +10.2% |
| 30D | +19.8% | +3.9% | +15.9% | +18.1% |
| 3M | +29.3% | +0.2% | +29.1% | +28.9% |
| 6M | +22.2% | -4.2% | +26.3% | +23.4% |
| YTD | +69.9% | -2.5% | +72.5% | +70.4% |
| 1Y | +94.4% | -4.0% | +98.4% | +95.8% |
| 3Y | +154.8% | +16.5% | +138.3% | +138.6% |
| 5Y | +80.8% | -27.2% | +108.0% | +91.9% |
| All | -32.7% | +120.9% | -153.6% | -32.9% |
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