+35.2%
VWO vs SUI
-33.5%
+68.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.3% |
| 7D | +0.2% | -4.3% | +4.5% | +1.0% |
| 30D | +0.9% | -2.1% | +3.0% | +1.3% |
| 3M | +4.3% | -6.1% | +10.4% | +5.3% |
| 6M | +10.5% | -12.8% | +23.3% | +13.3% |
| YTD | +13.4% | -4.6% | +18.0% | +13.9% |
| 1Y | +18.6% | -7.7% | +26.3% | +19.8% |
| 3Y | +65.8% | +10.9% | +54.9% | +57.7% |
| 5Y | +35.2% | -32.4% | +67.6% | +42.3% |
| All | +35.2% | -33.5% | +68.7% | +42.3% |
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