+228.8%
VIK vs SUI
+18.9%
+209.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | -3.0% | -2.8% | -0.2% | -2.2% |
| 30D | -20.7% | -1.2% | -19.6% | -20.6% |
| 3M | -4.6% | -1.7% | -2.9% | -4.6% |
| 6M | +14.0% | -10.5% | +24.5% | +18.0% |
| YTD | +20.2% | -1.8% | +22.0% | +20.2% |
| 1Y | +36.0% | -4.1% | +40.1% | +37.1% |
| All | +228.8% | +18.9% | +209.9% | +201.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling