+218.2%
VTRS vs SUI
+4,037.5%
-3,819.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.2% |
| 7D | +3.3% | -2.8% | +6.1% | +4.2% |
| 30D | -3.6% | -1.2% | -2.5% | -3.3% |
| 3M | +7.0% | -1.7% | +8.7% | +7.5% |
| 6M | +17.5% | -10.5% | +27.9% | +21.5% |
| YTD | +38.8% | -1.8% | +40.6% | +39.2% |
| 1Y | +69.2% | -4.1% | +73.3% | +70.9% |
| 3Y | +77.5% | +11.3% | +66.2% | +68.7% |
| 5Y | +39.9% | -32.1% | +72.0% | +53.5% |
| 10Y | -47.1% | +110.4% | -157.6% | -60.9% |
| All | +218.2% | +4,037.5% | -3,819.3% | +18.5% |
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