+54.4%
VXUS vs SUI
-32.0%
+86.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +1.0% | -2.8% | +3.8% | +1.7% |
| 30D | +2.2% | -1.2% | +3.4% | +2.4% |
| 3M | +3.0% | -1.7% | +4.7% | +3.1% |
| 6M | +10.7% | -10.5% | +21.1% | +13.4% |
| YTD | +17.8% | -1.8% | +19.7% | +17.8% |
| 1Y | +27.6% | -4.1% | +31.7% | +28.2% |
| 3Y | +73.3% | +11.3% | +62.0% | +63.9% |
| All | +54.4% | -32.0% | +86.4% | +64.6% |
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 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