+48.7%
ADP vs VIVK
-100.0%
+148.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -7.5% | +8.1% | +0.7% |
| 7D | +2.2% | -57.7% | +59.8% | +2.5% |
| 30D | +10.6% | -87.3% | +97.8% | +11.3% |
| 3M | +12.9% | -98.9% | +111.8% | +15.2% |
| 6M | +50.6% | -100.0% | +150.6% | +56.5% |
| YTD | +23.2% | -100.0% | +123.2% | +27.1% |
| 1Y | +25.3% | -100.0% | +125.3% | +32.4% |
| 3Y | +47.1% | -100.0% | +147.1% | +54.1% |
| All | +48.7% | -100.0% | +148.7% | +53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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