+227.8%
VTV vs SUI
+117.1%
+110.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.4% |
| 7D | 0.0% | +3.4% | -3.4% | -1.1% |
| 30D | +3.2% | +4.6% | -1.4% | +1.5% |
| 3M | +1.7% | +1.6% | +0.1% | +0.8% |
| 6M | +11.0% | -3.5% | +14.5% | +11.7% |
| YTD | +21.0% | -1.0% | +22.0% | +20.5% |
| 1Y | +24.3% | -1.7% | +26.0% | +24.0% |
| 3Y | +76.9% | +18.4% | +58.6% | +62.3% |
| 5Y | +76.9% | -26.3% | +103.3% | +90.0% |
| 10Y | +227.8% | +123.3% | +104.5% | +168.2% |
| All | +227.8% | +117.1% | +110.7% | +168.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling