+43.0%
BNY vs VIVK
-100.0%
+143.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -27.5% | +29.7% | +2.5% |
| 7D | +2.8% | -68.7% | +71.4% | +3.5% |
| 30D | +6.7% | -90.0% | +96.7% | +8.1% |
| 3M | -2.2% | -98.1% | +95.9% | 0.0% |
| 6M | +16.8% | -99.9% | +116.7% | +22.1% |
| YTD | +33.9% | -99.9% | +133.8% | +37.0% |
| All | +43.0% | -100.0% | +143.0% | +55.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling