+42.5%
VTRS vs SUI
-33.5%
+76.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.2% |
| 7D | -3.5% | -4.3% | +0.8% | -1.9% |
| 30D | +2.1% | -2.1% | +4.2% | +2.9% |
| 3M | +2.6% | -6.1% | +8.7% | +4.9% |
| 6M | +17.8% | -12.8% | +30.5% | +23.5% |
| YTD | +35.7% | -4.6% | +40.3% | +37.5% |
| 1Y | +63.5% | -7.7% | +71.2% | +67.6% |
| 3Y | +85.1% | +10.9% | +74.2% | +73.4% |
| 5Y | +42.5% | -32.4% | +74.9% | +58.8% |
| All | +42.5% | -33.5% | +76.0% | +58.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling