+1,202.4%
VUG vs SUI
+1,020.8%
+181.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.9% |
| 7D | -1.1% | -2.4% | +1.4% | -0.3% |
| 30D | -7.0% | +3.3% | -10.3% | -8.4% |
| 3M | -3.7% | +0.7% | -4.4% | -4.4% |
| 6M | -1.6% | -4.1% | +2.5% | -1.1% |
| YTD | +5.1% | -1.8% | +7.0% | +4.6% |
| 1Y | +3.8% | -4.1% | +7.8% | +4.0% |
| 3Y | +79.9% | +17.4% | +62.5% | +63.7% |
| 5Y | +66.4% | -27.0% | +93.4% | +77.9% |
| 10Y | +405.3% | +121.2% | +284.1% | +255.9% |
| All | +1,202.4% | +1,020.8% | +181.6% | +348.8% |
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