+9.1%
EQT vs VIVK
-100.0%
+109.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.8% | +0.6% |
| 7D | -1.2% | -9.5% | +8.3% | -1.2% |
| 30D | +1.1% | -35.1% | +36.2% | +1.1% |
| 3M | +4.8% | -93.4% | +98.2% | +4.9% |
| 6M | -10.6% | -98.0% | +87.4% | -10.5% |
| YTD | +3.4% | -97.9% | +101.3% | +3.1% |
| All | +9.1% | -100.0% | +109.1% | +7.0% |
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