+228.8%
VTV vs SUI
+123.0%
+105.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.1% |
| 7D | +2.9% | -1.5% | +4.4% | +3.4% |
| 30D | +3.8% | +3.7% | 0.0% | +2.3% |
| 3M | +1.6% | -0.4% | +1.9% | +1.4% |
| 6M | +11.2% | -2.8% | +14.0% | +11.6% |
| YTD | +22.0% | -1.6% | +23.6% | +21.7% |
| 1Y | +24.9% | -2.1% | +26.9% | +24.7% |
| 3Y | +78.5% | +18.5% | +60.0% | +63.6% |
| 5Y | +77.8% | -26.5% | +104.3% | +91.0% |
| All | +228.8% | +123.0% | +105.8% | +169.6% |
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