+72.6%
VTV vs SUI
+15.1%
+57.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.1% |
| 7D | -2.2% | +6.2% | -8.4% | -3.5% |
| 30D | +2.2% | +8.6% | -6.4% | +0.3% |
| 3M | +0.3% | +1.0% | -0.7% | -0.1% |
| 6M | +8.3% | -2.6% | +10.9% | +8.6% |
| YTD | +18.5% | -0.1% | +18.7% | +18.0% |
| 1Y | +23.0% | +0.5% | +22.6% | +22.3% |
| 3Y | +72.6% | +15.3% | +57.4% | +63.4% |
| All | +72.6% | +15.1% | +57.5% | +63.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling