+445.9%
ASX vs VIVK
-100.0%
+545.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +7.7% | -1.6% | +6.1% |
| 7D | +6.3% | +13.1% | -6.7% | +6.3% |
| 30D | +6.4% | -29.7% | +36.1% | +6.5% |
| 3M | +13.1% | -93.0% | +106.1% | +13.6% |
| 6M | +90.3% | -98.0% | +188.3% | +91.6% |
| YTD | +149.6% | -97.8% | +247.4% | +149.3% |
| 1Y | +249.2% | -100.0% | +349.1% | +257.9% |
| 3Y | +445.9% | -100.0% | +545.9% | +424.0% |
| All | +445.9% | -100.0% | +545.9% | +424.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling