+86.4%
VTRS vs SUI
+12.1%
+74.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.1% |
| 7D | -0.1% | -3.1% | +3.0% | +0.9% |
| 30D | +1.9% | -2.3% | +4.2% | +2.6% |
| 3M | +5.1% | -2.8% | +7.9% | +5.9% |
| 6M | +20.1% | -12.4% | +32.4% | +24.9% |
| YTD | +36.6% | -3.3% | +39.9% | +37.6% |
| 1Y | +64.1% | -5.8% | +69.9% | +66.6% |
| 3Y | +86.4% | +12.5% | +73.9% | +73.6% |
| All | +86.4% | +12.1% | +74.3% | +73.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling