-92.4%
VIVO vs SPY
+82.3%
-174.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.5% |
| 7D | +2.6% | -0.8% | +3.3% | +3.2% |
| 30D | -5.5% | -1.1% | -4.4% | -4.4% |
| 3M | -16.0% | +3.9% | -19.9% | -17.9% |
| 6M | +103.6% | +13.6% | +90.0% | +88.9% |
| YTD | +76.2% | +12.7% | +63.5% | +65.5% |
| 1Y | -20.2% | +17.5% | -37.7% | -26.6% |
| 3Y | -18.2% | +76.9% | -95.1% | -38.9% |
| All | -92.4% | +82.3% | -174.7% | -94.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling