+77.7%
VUG vs SUI
+15.1%
+62.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.0% |
| 7D | -3.4% | +6.2% | -9.6% | -3.8% |
| 30D | -11.1% | +8.6% | -19.7% | -11.7% |
| 3M | -7.2% | +1.0% | -8.2% | -7.3% |
| 6M | -4.1% | -2.6% | -1.5% | -4.0% |
| YTD | +1.4% | -0.1% | +1.5% | +1.2% |
| 1Y | +1.9% | +0.5% | +1.4% | +1.6% |
| 3Y | +77.7% | +15.3% | +62.5% | +70.4% |
| All | +77.7% | +15.1% | +62.6% | +70.4% |
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