-100.0%
VIVK vs SUI
+104.7%
-204.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.4% | -5.0% | -5.7% |
| 7D | -7.9% | -4.3% | -3.6% | -6.0% |
| 30D | -42.0% | -2.1% | -39.8% | -41.6% |
| 3M | -92.5% | -6.1% | -86.4% | -92.2% |
| 6M | -98.0% | -12.8% | -85.3% | -97.9% |
| YTD | -97.9% | -4.6% | -93.3% | -97.9% |
| 1Y | -100.0% | -7.7% | -92.3% | -100.0% |
| 3Y | -100.0% | +10.9% | -110.9% | -100.0% |
| 5Y | -100.0% | -32.4% | -67.6% | -100.0% |
| 10Y | -100.0% | +105.7% | -205.7% | -100.0% |
| All | -100.0% | +104.7% | -204.7% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling