+300.6%
VWO vs SUI
+1,046.6%
-746.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.6% |
| 7D | +1.7% | -2.4% | +4.1% | +2.7% |
| 30D | -4.2% | +3.3% | -7.5% | -5.8% |
| 3M | -4.6% | +0.7% | -5.3% | -5.4% |
| 6M | -5.0% | -4.1% | -0.8% | -4.3% |
| YTD | +6.8% | -1.8% | +8.6% | +6.1% |
| 1Y | +5.8% | -4.1% | +9.8% | +6.1% |
| 3Y | +58.1% | +17.4% | +40.7% | +41.1% |
| 5Y | +27.6% | -27.0% | +54.6% | +36.4% |
| 10Y | +113.9% | +121.2% | -7.2% | +25.3% |
| All | +300.6% | +1,046.6% | -746.0% | -14.5% |
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