+237.5%
VIK vs SUI
+17.1%
+220.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +3.1% |
| 7D | +3.6% | -3.1% | +6.7% | +4.6% |
| 30D | -16.7% | -2.3% | -14.4% | -16.3% |
| 3M | -1.1% | -2.8% | +1.7% | -0.7% |
| 6M | +27.8% | -12.4% | +40.2% | +33.3% |
| YTD | +23.3% | -3.3% | +26.7% | +23.9% |
| 1Y | +38.2% | -5.8% | +44.0% | +40.1% |
| All | +237.5% | +17.1% | +220.4% | +210.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling