+8.2%
ASX vs VIVK
-100.0%
+108.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -14.3% | +20.9% | +6.9% |
| 7D | +0.8% | -48.0% | +48.8% | +2.0% |
| 30D | -20.4% | -88.4% | +68.0% | -18.5% |
| 3M | -2.1% | -98.7% | +96.6% | -0.5% |
| 6M | +8.2% | -100.0% | +108.2% | +29.1% |
| All | +8.2% | -100.0% | +108.2% | +29.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling