+1,144.5%
VUG vs SUI
+1,056.8%
+87.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.7% | -6.2% | -5.7% |
| 7D | -7.1% | +8.8% | -15.9% | -9.9% |
| 30D | -12.1% | +8.9% | -21.0% | -14.9% |
| 3M | -8.1% | +2.0% | -10.2% | -9.2% |
| 6M | -3.2% | -0.6% | -2.6% | -3.9% |
| YTD | +0.5% | +1.3% | -0.9% | -1.1% |
| 1Y | -0.7% | +1.3% | -1.9% | -2.3% |
| 3Y | +77.1% | +16.3% | +60.9% | +61.9% |
| 5Y | +56.2% | -25.1% | +81.2% | +65.5% |
| 10Y | +394.1% | +121.1% | +273.0% | +248.0% |
| All | +1,144.5% | +1,056.8% | +87.7% | +324.3% |
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 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