+183.8%
VXUS vs SUI
+547.9%
-364.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +1.0% | -2.8% | +3.8% | +2.0% |
| 30D | +2.2% | -1.2% | +3.4% | +2.5% |
| 3M | +3.0% | -1.7% | +4.7% | +3.1% |
| 6M | +10.7% | -10.5% | +21.1% | +14.2% |
| YTD | +17.8% | -1.8% | +19.7% | +17.8% |
| 1Y | +27.6% | -4.1% | +31.7% | +28.3% |
| 3Y | +73.3% | +11.3% | +62.0% | +62.0% |
| 5Y | +54.3% | -32.1% | +86.4% | +69.5% |
| 10Y | +149.8% | +110.4% | +39.4% | +68.8% |
| All | +183.8% | +547.9% | -364.1% | -4.1% |
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