-100.0%
VIVK vs SAN
+48.1%
-148.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.8% | +2.4% |
| 7D | -9.5% | -2.8% | -6.7% | -9.9% |
| 30D | -35.1% | -0.5% | -34.6% | -35.3% |
| 3M | -93.4% | +22.7% | -116.1% | -93.4% |
| 6M | -98.0% | +28.8% | -126.8% | -98.1% |
| YTD | -97.9% | +26.3% | -124.1% | -98.1% |
| All | -100.0% | +48.1% | -148.1% | -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