+15.9%
VIK vs SUNB
-5.1%
+21.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.9% | -3.7% | -1.0% |
| 7D | -3.0% | -6.3% | +3.3% | -1.1% |
| 30D | -20.7% | -14.2% | -6.6% | -17.2% |
| 3M | -4.6% | -14.7% | +10.1% | -0.7% |
| 6M | +14.0% | -7.9% | +21.9% | +9.7% |
| All | +15.9% | -5.1% | +21.0% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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