+489.3%
SRE vs VIVK
-100.0%
+589.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.3% | +5.8% | -0.5% |
| 7D | +1.5% | -7.9% | +9.3% | +1.5% |
| 30D | +0.8% | -42.0% | +42.8% | +0.9% |
| 3M | -5.8% | -92.5% | +86.7% | -5.7% |
| 6M | -7.8% | -98.0% | +90.2% | -7.7% |
| YTD | -2.4% | -97.9% | +95.6% | -2.3% |
| 1Y | +8.9% | -100.0% | +108.9% | +9.1% |
| 3Y | +31.1% | -100.0% | +131.1% | +31.3% |
| 5Y | +48.6% | -100.0% | +148.6% | +48.9% |
| 10Y | +126.1% | -100.0% | +226.1% | +126.6% |
| All | +489.3% | -100.0% | +589.3% | +489.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling