+66.8%
VWO vs SUI
+12.1%
+54.7%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | -0.2% |
| 7D | +0.9% | -3.1% | +4.0% | +1.2% |
| 30D | +1.3% | -2.3% | +3.6% | +1.5% |
| 3M | +5.1% | -2.8% | +7.9% | +5.2% |
| 6M | +12.5% | -12.4% | +24.9% | +14.3% |
| YTD | +14.0% | -3.3% | +17.3% | +14.1% |
| 1Y | +19.7% | -5.8% | +25.5% | +20.3% |
| 3Y | +66.8% | +12.5% | +54.3% | +59.6% |
| All | +66.8% | +12.1% | +54.7% | +59.6% |
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 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