-100.0%
VIVK vs SAN
+58.9%
-158.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -0.8% | -11.5% | -12.5% |
| 7D | -1.4% | +1.8% | -3.2% | -1.2% |
| 30D | -43.6% | +2.0% | -45.6% | -43.5% |
| 3M | -95.1% | +19.7% | -114.9% | -95.1% |
| 6M | -98.2% | +30.6% | -128.8% | -98.3% |
| YTD | -97.9% | +28.8% | -126.8% | -98.2% |
| 1Y | -100.0% | +57.8% | -157.7% | -100.0% |
| All | -100.0% | +58.9% | -158.9% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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