+47.7%
VXUS vs SUI
-25.9%
+73.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.5% |
| 7D | +0.5% | +3.4% | -2.9% | -0.3% |
| 30D | -2.5% | +4.6% | -7.2% | -3.7% |
| 3M | -4.6% | +1.6% | -6.2% | -5.2% |
| 6M | -2.6% | -3.5% | +0.8% | -2.3% |
| YTD | +10.4% | -1.0% | +11.4% | +9.9% |
| 1Y | +12.9% | -1.7% | +14.6% | +12.6% |
| 3Y | +68.4% | +18.4% | +50.0% | +55.9% |
| 5Y | +47.7% | -26.3% | +74.0% | +57.0% |
| All | +47.7% | -25.9% | +73.6% | +57.0% |
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