+46.1%
DE vs VIVK
-100.0%
+146.1%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -27.5% | +29.1% | +1.6% |
| 7D | +5.6% | -68.7% | +74.3% | +5.4% |
| 30D | -0.8% | -90.0% | +89.2% | -1.0% |
| 3M | +9.8% | -98.1% | +107.9% | +9.5% |
| 6M | +17.5% | -99.9% | +117.5% | +17.6% |
| YTD | +46.5% | -99.9% | +146.4% | +44.3% |
| 1Y | +46.1% | -100.0% | +146.1% | +42.0% |
| All | +46.1% | -100.0% | +146.1% | +42.0% |
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