Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • VIVK vs SPG✓SelectedUSD · SPGVIVK vs SPG performance historyLatest closeAs of-12.32%09/04
Stock and ETF performance explorer

VIVK vs SPG

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-100.0%
SPG return
+21.3%
Excess return
-121.3%
Maximum drawdown
-100.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioSPGExcessAlpha
1D-12.3%-1.0%-11.3%-11.6%
7D-1.4%-2.4%+1.0%+0.4%
30D-43.6%-6.8%-36.8%-40.6%
3M-95.1%+2.7%-97.8%-95.4%
6M-98.2%+5.5%-103.7%-98.5%
YTD-97.9%+15.7%-113.6%-98.6%
1Y-100.0%+20.9%-120.8%-100.0%
All-100.0%+21.3%-121.3%-100.0%

Cumulative growth

Daily Returns

Daily percentage return beside SPG.

Daily Out/Under-Performance

Portfolio return minus SPG return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SPG 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 SPG 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