+761.7%
VZ vs SUI
+4,037.5%
-3,275.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +3.7% |
| 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% | +69.0% |
| 5Y | +24.1% | -32.1% | +56.2% | +32.7% |
| 10Y | +62.4% | +110.4% | -48.1% | +27.2% |
| All | +761.7% | +4,037.5% | -3,275.8% | +250.2% |
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