+71.2%
SU vs VIVK
-100.0%
+171.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -12.3% | +11.6% | -0.6% |
| 7D | +3.6% | -1.4% | +4.9% | +3.6% |
| 30D | +7.9% | -43.6% | +51.5% | +8.5% |
| 3M | +3.5% | -95.1% | +98.6% | +5.2% |
| 6M | +19.0% | -98.2% | +117.2% | +21.1% |
| YTD | +55.0% | -97.9% | +152.9% | +57.1% |
| 1Y | +71.2% | -100.0% | +171.2% | +73.5% |
| All | +71.2% | -100.0% | +171.2% | +73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 1y: compounded portfolio wealth divided by compounded VIVK 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…
1y analysis · Full analysis span regression · 6 months rolling