-100.0%
VIVK vs ESI
+226.4%
-326.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.6% | +7.1% | +7.6% |
| 7D | +13.1% | +5.4% | +7.7% | +12.5% |
| 30D | -29.7% | -4.2% | -25.5% | -29.4% |
| 3M | -93.0% | -9.6% | -83.4% | -92.9% |
| 6M | -98.0% | +18.3% | -116.3% | -98.0% |
| YTD | -97.8% | +45.8% | -143.6% | -97.8% |
| 1Y | -100.0% | +39.2% | -139.1% | -100.0% |
| 3Y | -100.0% | +86.3% | -186.2% | -100.0% |
| 5Y | -100.0% | +76.2% | -176.2% | -100.0% |
| 10Y | -100.0% | +306.8% | -406.8% | -100.0% |
| All | -100.0% | +226.4% | -326.4% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling