-100.0%
VIVK vs AEE
+645.7%
-745.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.4% | -5.9% | -6.2% |
| 7D | -7.9% | +1.1% | -8.9% | -8.2% |
| 30D | -42.0% | 0.0% | -42.0% | -42.0% |
| 3M | -92.5% | -0.9% | -91.6% | -92.5% |
| 6M | -98.0% | -2.4% | -95.6% | -98.0% |
| YTD | -97.9% | +8.6% | -106.5% | -98.0% |
| 1Y | -100.0% | +10.2% | -110.1% | -100.0% |
| 3Y | -100.0% | +47.8% | -147.8% | -100.0% |
| 5Y | -100.0% | +40.1% | -140.1% | -100.0% |
| 10Y | -100.0% | +195.0% | -295.0% | -100.0% |
| All | -100.0% | +645.7% | -745.7% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling