+992.0%
ASX vs VIVK
-100.0%
+1,092.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.3% | +9.9% | +3.6% |
| 7D | +11.1% | -7.9% | +19.0% | +11.1% |
| 30D | +9.6% | -42.0% | +51.6% | +9.7% |
| 3M | +18.6% | -92.5% | +111.1% | +19.1% |
| 6M | +92.1% | -98.0% | +190.1% | +93.4% |
| YTD | +158.5% | -97.9% | +256.4% | +159.3% |
| 1Y | +271.9% | -100.0% | +371.9% | +277.3% |
| 3Y | +465.2% | -100.0% | +565.2% | +471.7% |
| 5Y | +479.4% | -100.0% | +579.4% | +486.5% |
| 10Y | +992.0% | -100.0% | +1,092.0% | +1,055.1% |
| All | +992.0% | -100.0% | +1,092.0% | +1,055.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling