+292.5%
VTRS vs SUI
+4,047.2%
-3,754.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.4% |
| 7D | +4.6% | -1.5% | +6.1% | +5.1% |
| 30D | +19.4% | +3.7% | +15.6% | +17.7% |
| 3M | +30.8% | -0.4% | +31.2% | +30.6% |
| 6M | +21.6% | -2.8% | +24.4% | +22.3% |
| YTD | +71.2% | -1.6% | +72.8% | +71.2% |
| 1Y | +97.6% | -2.1% | +99.7% | +97.8% |
| 3Y | +163.9% | +18.5% | +145.4% | +145.5% |
| 5Y | +82.1% | -26.5% | +108.6% | +94.5% |
| 10Y | -31.3% | +121.6% | -152.9% | -50.1% |
| All | +292.5% | +4,047.2% | -3,754.7% | +45.7% |
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