+63.9%
VUG vs SUI
-25.9%
+89.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.5% |
| 7D | -1.2% | +3.4% | -4.6% | -2.1% |
| 30D | -8.9% | +4.6% | -13.5% | -10.2% |
| 3M | -5.9% | +1.6% | -7.5% | -6.6% |
| 6M | -3.3% | -3.5% | +0.2% | -2.9% |
| YTD | +3.4% | -1.0% | +4.4% | +2.7% |
| 1Y | +1.9% | -1.7% | +3.6% | +1.4% |
| 3Y | +76.9% | +18.4% | +58.6% | +58.1% |
| 5Y | +63.9% | -26.3% | +90.2% | +88.3% |
| All | +63.9% | -25.9% | +89.8% | +88.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling