+741.6%
BLK vs VIVK
-100.0%
+841.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -7.4% | +9.0% | +1.6% |
| 7D | -3.3% | -4.4% | +1.1% | -3.3% |
| 30D | -6.5% | -40.8% | +34.3% | -6.5% |
| 3M | +6.7% | -94.1% | +100.9% | +7.0% |
| 6M | +14.7% | -98.2% | +112.9% | +15.1% |
| YTD | +2.5% | -98.0% | +100.5% | +2.8% |
| 1Y | -2.8% | -100.0% | +97.2% | -2.2% |
| 3Y | +65.9% | -100.0% | +165.8% | +66.7% |
| 5Y | +33.0% | -100.0% | +133.0% | +33.7% |
| 10Y | +281.2% | -100.0% | +381.2% | +281.2% |
| All | +741.6% | -100.0% | +841.6% | +717.6% |
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