+2,666.1%
ASX vs VIVK
-100.0%
+2,766.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -12.3% | +12.5% | +0.2% |
| 7D | -0.7% | -1.4% | +0.7% | -0.7% |
| 30D | +2.0% | -43.6% | +45.6% | +2.0% |
| 3M | -1.3% | -95.1% | +93.8% | -1.1% |
| 6M | +71.4% | -98.2% | +169.6% | +71.9% |
| YTD | +135.3% | -97.9% | +233.2% | +135.7% |
| 1Y | +267.5% | -100.0% | +367.5% | +269.4% |
| 3Y | +388.5% | -100.0% | +488.5% | +390.6% |
| 5Y | +417.1% | -100.0% | +517.1% | +419.4% |
| 10Y | +872.7% | -100.0% | +972.7% | +871.0% |
| All | +2,666.1% | -100.0% | +2,766.1% | +2,456.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling