+725.0%
VTV vs SUI
+1,020.5%
-295.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | +0.5% | -2.8% | +3.4% | +1.6% |
| 30D | +1.1% | -1.2% | +2.3% | +1.5% |
| 3M | +5.9% | -1.7% | +7.6% | +6.2% |
| 6M | +11.6% | -10.5% | +22.1% | +15.8% |
| YTD | +19.8% | -1.8% | +21.7% | +19.9% |
| 1Y | +26.2% | -4.1% | +30.3% | +27.2% |
| 3Y | +68.5% | +11.3% | +57.2% | +57.1% |
| 5Y | +79.9% | -32.1% | +112.0% | +99.0% |
| 10Y | +229.7% | +110.4% | +119.2% | +125.1% |
| All | +725.0% | +1,020.5% | -295.5% | +135.4% |
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 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