+408.9%
VUG vs SUI
+110.1%
+298.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.4% |
| 7D | -0.1% | -2.8% | +2.7% | +0.9% |
| 30D | -0.3% | -1.2% | +0.9% | 0.0% |
| 3M | -0.7% | -1.7% | +1.1% | -0.6% |
| 6M | +14.6% | -10.5% | +25.1% | +18.5% |
| YTD | +9.0% | -1.8% | +10.9% | +8.8% |
| 1Y | +14.9% | -4.1% | +18.9% | +15.3% |
| 3Y | +86.0% | +11.3% | +74.8% | +71.4% |
| 5Y | +76.7% | -32.1% | +108.8% | +97.5% |
| All | +408.9% | +110.1% | +298.9% | +305.6% |
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