-98.4%
VIVK vs SUNB
+1.3%
-99.6%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.1% |
| 7D | -9.5% | +10.9% | -20.4% | -0.6% |
| 30D | -35.1% | -9.1% | -26.0% | -39.7% |
| 3M | -93.4% | -7.6% | -85.8% | -93.8% |
| 6M | -98.0% | +2.2% | -100.2% | -97.8% |
| All | -98.4% | +1.3% | -99.6% | -98.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling