+504.7%
ASX vs VIVK
-100.0%
+604.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -22.8% | +26.0% | +3.5% |
| 7D | -9.1% | -56.0% | +46.8% | -8.6% |
| 30D | -23.6% | -92.3% | +68.7% | -22.5% |
| 3M | -5.6% | -98.6% | +93.0% | -3.6% |
| 6M | +4.7% | -99.9% | +104.6% | +8.4% |
| YTD | +122.6% | -100.0% | +222.5% | +128.0% |
| 1Y | +133.0% | -100.0% | +233.0% | +143.6% |
| 3Y | +367.1% | -100.0% | +467.1% | +385.5% |
| 5Y | +504.7% | -100.0% | +604.7% | +533.1% |
| All | +504.7% | -100.0% | +604.7% | +533.1% |
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