-48.8%
SE vs VIVK
-100.0%
+51.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -27.5% | +31.9% | +4.6% |
| 7D | +6.7% | -68.7% | +75.3% | +7.5% |
| 30D | -17.2% | -90.0% | +72.8% | -15.9% |
| 3M | -28.0% | -98.1% | +70.0% | -26.2% |
| 6M | -6.1% | -99.9% | +93.8% | +0.4% |
| YTD | -37.1% | -99.9% | +62.8% | -34.0% |
| 1Y | -48.8% | -100.0% | +51.2% | -40.5% |
| All | -48.8% | -100.0% | +51.2% | -40.5% |
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