+108.8%
JCI vs VIVK
-100.0%
+208.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.4% | -3.9% | -1.5% |
| 7D | +0.4% | -9.5% | +9.9% | +0.4% |
| 30D | -7.7% | -35.1% | +27.4% | -7.6% |
| 3M | +2.8% | -93.4% | +96.1% | +3.7% |
| 6M | +7.2% | -98.0% | +105.2% | +8.5% |
| YTD | +20.0% | -97.9% | +117.8% | +20.6% |
| 1Y | +33.3% | -100.0% | +133.2% | +36.2% |
| 3Y | +161.3% | -100.0% | +261.3% | +165.0% |
| 5Y | +108.8% | -100.0% | +208.8% | +109.2% |
| All | +108.8% | -100.0% | +208.8% | +109.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling