+16.3%
FIX vs VIVK
-100.0%
+116.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -9.6% | +6.8% | -2.6% |
| 7D | +17.0% | -38.6% | +55.7% | +17.6% |
| 30D | -30.6% | -87.7% | +57.1% | -29.1% |
| 3M | -35.0% | -98.9% | +63.8% | -33.7% |
| 6M | -44.0% | -100.0% | +56.0% | -42.3% |
| YTD | +21.1% | -100.0% | +121.1% | +21.2% |
| 1Y | +16.3% | -100.0% | +116.3% | +28.1% |
| All | +16.3% | -100.0% | +116.3% | +28.1% |
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