+705.8%
VZ vs SUI
+4,142.3%
-3,436.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.2% | -3.1% | +0.8% |
| 7D | +6.9% | +10.0% | -3.1% | +4.4% |
| 30D | +2.3% | +8.4% | -6.1% | +0.1% |
| 3M | 0.0% | +0.7% | -0.6% | -0.3% |
| 6M | +0.2% | -0.9% | +1.2% | +0.3% |
| YTD | +20.9% | +0.6% | +20.3% | +20.3% |
| 1Y | +25.2% | +0.8% | +24.5% | +24.5% |
| 3Y | +55.9% | +15.5% | +40.4% | +48.3% |
| 5Y | +22.6% | -25.9% | +48.4% | +28.2% |
| 10Y | +68.6% | +119.5% | -50.9% | +30.6% |
| All | +705.8% | +4,142.3% | -3,436.5% | +225.0% |
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 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