+26.5%
SPMO vs VIVK
-98.0%
+124.6%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.3% | +6.2% | -0.1% |
| 7D | +2.7% | -7.9% | +10.6% | +2.7% |
| 30D | +1.1% | -42.0% | +43.0% | +1.0% |
| 3M | +2.0% | -92.5% | +94.6% | +1.6% |
| 6M | +26.5% | -98.0% | +124.5% | +26.1% |
| All | +26.5% | -98.0% | +124.6% | +26.1% |
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