-67.0%
SUIG price history and return analytics
+74.2%
-141.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.7% |
| 7D | +1.1% | -1.1% | +2.2% | +2.8% |
| 30D | +10.5% | -1.0% | +11.5% | +12.0% |
| 3M | -26.6% | +3.2% | -29.7% | -30.0% |
| 6M | -33.5% | +12.5% | -46.0% | -43.3% |
| YTD | -40.7% | +14.1% | -54.7% | -49.7% |
| 1Y | -77.0% | +18.9% | -95.9% | -81.1% |
| 3Y | -67.0% | +74.1% | -141.1% | -79.7% |
| All | -67.0% | +74.2% | -141.2% | -79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling