+25.9%
JBL vs VIVK
-98.0%
+123.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.3% | +6.0% | -0.3% |
| 7D | +4.0% | -7.9% | +11.9% | +4.0% |
| 30D | -7.5% | -42.0% | +34.5% | -7.8% |
| 3M | -14.1% | -92.5% | +78.4% | -15.4% |
| 6M | +25.9% | -98.0% | +123.9% | +23.8% |
| All | +25.9% | -98.0% | +123.9% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 6mo: compounded portfolio wealth divided by compounded VIVK 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…
6mo analysis · Full analysis span regression · 6 months rolling