+38.2%
VIK vs SUI
-5.1%
+43.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +2.9% |
| 7D | +3.6% | -3.1% | +6.7% | +4.2% |
| 30D | -16.7% | -2.3% | -14.4% | -16.4% |
| 3M | -1.1% | -2.8% | +1.7% | -1.2% |
| 6M | +27.8% | -12.4% | +40.2% | +33.4% |
| YTD | +23.3% | -3.3% | +26.7% | +23.2% |
| 1Y | +38.2% | -5.8% | +44.0% | +42.0% |
| All | +38.2% | -5.1% | +43.3% | +42.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling