+45.5%
SRE vs VIVK
-100.0%
+145.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.4% | +6.6% | -0.7% |
| 7D | -0.8% | -4.4% | +3.5% | -0.8% |
| 30D | -3.0% | -40.8% | +37.8% | -2.7% |
| 3M | -8.3% | -94.1% | +85.8% | -7.1% |
| 6M | -8.9% | -98.2% | +89.3% | -7.5% |
| YTD | -4.3% | -98.0% | +93.7% | -3.3% |
| 1Y | +2.7% | -100.0% | +102.7% | +6.2% |
| 3Y | +28.7% | -100.0% | +128.6% | +32.5% |
| All | +45.5% | -100.0% | +145.5% | +49.4% |
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