-17.6%
VIVO vs SPY
+75.5%
-93.1%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.5% |
| 7D | +2.6% | -2.0% | +4.5% | +4.8% |
| 30D | -0.7% | -1.7% | +0.9% | +1.3% |
| 3M | -15.2% | +4.7% | -19.9% | -18.1% |
| 6M | +107.2% | +12.5% | +94.7% | +92.7% |
| YTD | +77.5% | +11.7% | +65.8% | +67.1% |
| 1Y | -20.7% | +17.5% | -38.2% | -26.9% |
| All | -17.6% | +75.5% | -93.1% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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