+297.0%
VTRS vs SUI
+4,038.8%
-3,741.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.3% |
| 7D | +9.6% | -2.4% | +12.0% | +10.4% |
| 30D | +20.1% | +3.3% | +16.7% | +18.6% |
| 3M | +30.3% | +0.7% | +29.7% | +29.7% |
| 6M | +26.3% | -4.1% | +30.5% | +27.6% |
| YTD | +73.1% | -1.8% | +75.0% | +73.2% |
| 1Y | +94.7% | -4.1% | +98.8% | +96.2% |
| 3Y | +159.7% | +17.4% | +142.3% | +142.3% |
| 5Y | +79.7% | -27.0% | +106.7% | +92.4% |
| 10Y | -30.5% | +121.2% | -151.7% | -49.5% |
| All | +297.0% | +4,038.8% | -3,741.7% | +47.5% |
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