+4,782.6%
DELL vs VIVK
-100.0%
+4,882.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.3% | +6.6% | +0.3% |
| 7D | +8.7% | -7.9% | +16.6% | +8.8% |
| 30D | +16.9% | -42.0% | +58.9% | +17.4% |
| 3M | +40.4% | -92.5% | +132.9% | +42.6% |
| 6M | +267.1% | -98.0% | +365.1% | +274.7% |
| YTD | +329.1% | -97.9% | +427.0% | +335.9% |
| 1Y | +346.9% | -100.0% | +446.9% | +365.1% |
| 3Y | +696.6% | -100.0% | +796.6% | +725.3% |
| 5Y | +1,106.2% | -100.0% | +1,206.2% | +1,151.4% |
| 10Y | +4,177.7% | -100.0% | +4,277.7% | +4,302.0% |
| All | +4,782.6% | -100.0% | +4,882.6% | +4,921.6% |
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