-100.0%
VIVK vs SUI
+1,360.9%
-1,460.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.8% | -0.9% | -21.9% | -22.6% |
| 7D | -56.0% | +3.4% | -59.4% | -56.4% |
| 30D | -92.3% | +4.6% | -96.9% | -92.4% |
| 3M | -98.6% | +1.6% | -100.2% | -98.7% |
| 6M | -99.9% | -3.5% | -96.5% | -99.9% |
| YTD | -100.0% | -1.0% | -98.9% | -100.0% |
| 1Y | -100.0% | -1.7% | -98.3% | -100.0% |
| 3Y | -100.0% | +18.4% | -118.4% | -100.0% |
| 5Y | -100.0% | -26.3% | -73.7% | -100.0% |
| 10Y | -100.0% | +123.3% | -223.3% | -100.0% |
| All | -100.0% | +1,360.9% | -1,460.9% | -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 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