-85.6%
SMR vs VIVK
-100.0%
+14.4%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -27.5% | +23.0% | -3.6% |
| 7D | -9.5% | -68.7% | +59.1% | -6.6% |
| 30D | -33.2% | -90.0% | +56.8% | -29.3% |
| 3M | -45.9% | -98.1% | +52.1% | -41.2% |
| 6M | -57.9% | -99.9% | +42.0% | -50.3% |
| YTD | -63.8% | -99.9% | +36.1% | -59.3% |
| 1Y | -85.6% | -100.0% | +14.4% | -78.5% |
| All | -85.6% | -100.0% | +14.4% | -78.5% |
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