-100.0%
VIVK vs ESI
+34.2%
-134.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +0.5% | -7.9% | -7.6% |
| 7D | -4.4% | -4.6% | +0.3% | -2.6% |
| 30D | -40.8% | -10.5% | -30.3% | -38.1% |
| 3M | -94.1% | -19.8% | -74.3% | -93.8% |
| 6M | -98.2% | +5.8% | -104.0% | -98.6% |
| YTD | -98.0% | +38.3% | -136.3% | -98.9% |
| 1Y | -100.0% | +31.5% | -131.5% | -100.0% |
| All | -100.0% | +34.2% | -134.1% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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