+27.7%
JCI vs VIVK
-100.0%
+127.7%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -27.5% | +21.2% | -6.0% |
| 7D | -10.7% | -68.7% | +58.0% | -10.2% |
| 30D | -10.4% | -90.0% | +79.6% | -9.7% |
| 3M | -8.3% | -98.1% | +89.8% | -7.4% |
| 6M | -2.1% | -99.9% | +97.8% | -1.1% |
| YTD | +18.4% | -99.9% | +118.3% | +18.0% |
| 1Y | +27.7% | -100.0% | +127.7% | +23.3% |
| All | +27.7% | -100.0% | +127.7% | +23.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling