-100.0%
VIVK vs AEE
+38.7%
-138.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | 0.0% | -7.3% | -7.4% |
| 7D | -4.4% | -0.8% | -3.6% | -4.0% |
| 30D | -40.8% | -2.9% | -37.9% | -40.1% |
| 3M | -94.1% | -2.4% | -91.7% | -94.0% |
| 6M | -98.2% | -2.7% | -95.5% | -98.2% |
| YTD | -98.0% | +7.3% | -105.3% | -98.0% |
| 1Y | -100.0% | +7.5% | -107.5% | -100.0% |
| 3Y | -100.0% | +46.2% | -146.2% | -100.0% |
| All | -100.0% | +38.7% | -138.7% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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