+134.8%
VXUS vs SUI
+115.7%
+19.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.5% |
| 7D | -1.8% | +6.2% | -8.0% | -3.4% |
| 30D | -4.6% | +8.6% | -13.1% | -6.9% |
| 3M | -6.1% | +1.0% | -7.1% | -6.6% |
| 6M | -4.9% | -2.6% | -2.3% | -4.8% |
| YTD | +8.1% | -0.1% | +8.2% | +7.3% |
| 1Y | +12.1% | +0.5% | +11.6% | +11.0% |
| 3Y | +63.9% | +15.3% | +48.6% | +52.8% |
| 5Y | +43.1% | -26.1% | +69.3% | +51.3% |
| All | +134.8% | +115.7% | +19.0% | +94.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling