-98.2%
VIVK vs ALLE
-0.4%
-97.8%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +1.0% | -13.3% | -13.0% |
| 7D | -1.4% | -0.2% | -1.1% | -1.4% |
| 30D | -43.6% | -6.8% | -36.8% | -41.5% |
| 3M | -95.1% | +21.0% | -116.2% | -96.1% |
| 6M | -98.2% | +1.1% | -99.3% | -98.0% |
| All | -98.2% | -0.4% | -97.8% | -98.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling