+25.5%
VZ vs SUI
-32.0%
+57.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.8% |
| 7D | +0.1% | -2.8% | +2.9% | +0.8% |
| 30D | +7.9% | -1.2% | +9.1% | +8.2% |
| 3M | +13.6% | -1.7% | +15.4% | +14.1% |
| 6M | +1.1% | -10.5% | +11.6% | +3.9% |
| YTD | +29.3% | -1.8% | +31.1% | +29.6% |
| 1Y | +21.2% | -4.1% | +25.3% | +22.2% |
| 3Y | +75.9% | +11.3% | +64.6% | +68.4% |
| All | +25.5% | -32.0% | +57.4% | +31.4% |
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