-37.0%
DOCS vs VIVK
-100.0%
+63.0%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -14.3% | +16.8% | +2.3% |
| 7D | -4.2% | -48.0% | +43.8% | -4.8% |
| 30D | +8.6% | -88.4% | +97.1% | +6.4% |
| 3M | +27.2% | -98.7% | +126.0% | +21.9% |
| 6M | +26.5% | -100.0% | +126.5% | +20.5% |
| YTD | -25.0% | -100.0% | +75.0% | -25.9% |
| 1Y | -37.0% | -100.0% | +63.0% | -28.7% |
| All | -37.0% | -100.0% | +63.0% | -28.7% |
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