-100.0%
VIVK vs ALLE
+208.6%
-308.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.5% | -9.0% | -9.4% |
| 7D | -38.6% | +1.6% | -40.2% | -39.1% |
| 30D | -87.7% | +24.1% | -111.8% | -88.4% |
| 3M | -98.9% | +14.8% | -113.7% | -98.9% |
| 6M | -100.0% | +45.9% | -145.8% | -100.0% |
| YTD | -100.0% | +20.7% | -120.7% | -100.0% |
| 1Y | -100.0% | +14.2% | -114.2% | -100.0% |
| 3Y | -100.0% | +90.7% | -190.7% | -100.0% |
| 5Y | -100.0% | +50.6% | -150.6% | -100.0% |
| All | -100.0% | +208.6% | -308.6% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 10y: compounded portfolio wealth divided by compounded ALLE 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…
10y analysis · Full analysis span regression · 6 months rolling