+159.8%
VXUS vs SUI
+568.9%
-409.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.7% | -4.4% | -3.9% |
| 7D | -3.4% | +8.8% | -12.2% | -6.0% |
| 30D | -5.8% | +8.9% | -14.8% | -8.6% |
| 3M | -6.4% | +2.0% | -8.5% | -7.3% |
| 6M | -2.5% | -0.6% | -1.9% | -3.0% |
| YTD | +7.9% | +1.3% | +6.5% | +6.5% |
| 1Y | +11.5% | +1.3% | +10.2% | +10.0% |
| 3Y | +63.4% | +16.3% | +47.2% | +50.5% |
| 5Y | +42.9% | -25.1% | +68.0% | +51.3% |
| 10Y | +138.9% | +121.1% | +17.8% | +58.4% |
| All | +159.8% | +568.9% | -409.0% | -13.3% |
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 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