-100.0%
VIVK vs SIRI
+488.1%
-588.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.2% | +1.2% | +2.1% |
| 7D | -9.5% | -3.0% | -6.5% | -8.7% |
| 30D | -35.1% | +1.3% | -36.4% | -35.2% |
| 3M | -93.4% | +5.6% | -99.0% | -93.4% |
| 6M | -98.0% | +35.2% | -133.1% | -98.1% |
| YTD | -97.9% | +49.1% | -146.9% | -98.0% |
| 1Y | -100.0% | +26.8% | -126.7% | -100.0% |
| 3Y | -100.0% | -23.7% | -76.3% | -100.0% |
| 5Y | -100.0% | -41.8% | -58.2% | -100.0% |
| 10Y | -100.0% | -11.3% | -88.7% | -100.0% |
| All | -100.0% | +488.1% | -588.1% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling