-37.4%
DOCS vs VIVK
-100.0%
+62.6%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -23.6% | +24.7% | +0.8% |
| 7D | 0.0% | -44.2% | +44.2% | -0.5% |
| 30D | +7.8% | -90.0% | +97.8% | +5.5% |
| 3M | +20.0% | -98.0% | +118.0% | +15.6% |
| 6M | +26.5% | -99.9% | +126.5% | +21.0% |
| YTD | -25.8% | -99.9% | +74.2% | -26.3% |
| All | -37.4% | -100.0% | +62.6% | -27.2% |
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