+143.3%
DELL vs VIVK
-100.0%
+243.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -27.5% | +18.6% | -8.0% |
| 7D | -24.6% | -68.7% | +44.1% | -22.4% |
| 30D | -32.5% | -90.0% | +57.5% | -29.1% |
| 3M | -20.2% | -98.1% | +77.8% | -14.4% |
| 6M | +76.5% | -99.9% | +176.4% | +96.4% |
| YTD | +198.9% | -99.9% | +298.8% | +230.2% |
| 1Y | +143.3% | -100.0% | +243.3% | +214.3% |
| All | +143.3% | -100.0% | +243.3% | +214.3% |
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