-100.0%
VIVK vs SUI
+12.1%
-112.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.5% | +9.2% | +8.2% |
| 7D | +13.1% | -3.1% | +16.2% | +14.2% |
| 30D | -29.7% | -2.3% | -27.4% | -29.4% |
| 3M | -93.0% | -2.8% | -90.1% | -92.9% |
| 6M | -98.0% | -12.4% | -85.6% | -97.9% |
| YTD | -97.8% | -3.3% | -94.5% | -97.7% |
| 1Y | -100.0% | -5.8% | -94.2% | -100.0% |
| 3Y | -100.0% | +12.5% | -112.5% | -100.0% |
| All | -100.0% | +12.1% | -112.0% | -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 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