+8.3%
SYY vs VIVK
-100.0%
+108.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -27.5% | +31.3% | +3.9% |
| 7D | -6.3% | -68.7% | +62.3% | -6.1% |
| 30D | +0.7% | -90.0% | +90.8% | +1.3% |
| 3M | -6.4% | -98.1% | +91.6% | -5.5% |
| 6M | +7.6% | -99.9% | +107.5% | +9.1% |
| YTD | +7.4% | -99.9% | +107.4% | +8.0% |
| 1Y | +8.3% | -100.0% | +108.3% | +13.0% |
| All | +8.3% | -100.0% | +108.3% | +13.0% |
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