+86.2%
SU vs VIVK
-100.0%
+186.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -27.5% | +22.9% | -4.3% |
| 7D | -7.1% | -68.7% | +61.6% | -6.5% |
| 30D | +4.8% | -90.0% | +94.8% | +6.5% |
| 3M | +12.5% | -98.1% | +110.5% | +16.4% |
| 6M | +6.5% | -99.9% | +106.4% | +11.7% |
| YTD | +65.8% | -99.9% | +165.7% | +72.6% |
| 1Y | +86.2% | -100.0% | +186.1% | +86.7% |
| All | +86.2% | -100.0% | +186.1% | +86.7% |
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