-47.3%
DOCS vs VIVK
-100.0%
+52.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -27.5% | +33.8% | +5.9% |
| 7D | +1.2% | -68.7% | +69.9% | -0.1% |
| 30D | +21.3% | -90.0% | +111.3% | +18.0% |
| 3M | +58.4% | -98.1% | +156.4% | +51.3% |
| 6M | +39.3% | -99.9% | +139.2% | +31.1% |
| YTD | -21.7% | -99.9% | +78.2% | -23.2% |
| 1Y | -47.3% | -100.0% | +52.7% | -48.5% |
| All | -47.3% | -100.0% | +52.7% | -48.5% |
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