-100.0%
VIVK vs SIRI
-22.6%
-77.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +0.9% | -8.3% | -7.5% |
| 7D | -4.4% | +0.6% | -4.9% | -4.5% |
| 30D | -40.8% | +2.5% | -43.3% | -41.0% |
| 3M | -94.1% | +6.6% | -100.8% | -94.2% |
| 6M | -98.2% | +32.9% | -131.1% | -98.3% |
| YTD | -98.0% | +50.5% | -148.5% | -98.1% |
| 1Y | -100.0% | +28.0% | -127.9% | -100.0% |
| 3Y | -100.0% | -22.4% | -77.6% | -100.0% |
| All | -100.0% | -22.6% | -77.4% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 3y: compounded portfolio wealth divided by compounded SIRI 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…
3y analysis · Full analysis span regression · 6 months rolling