+12,359.3%
FIX vs VIVK
-100.0%
+12,459.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -14.3% | +19.4% | +5.0% |
| 7D | +6.4% | -48.0% | +54.4% | +6.4% |
| 30D | -29.1% | -88.4% | +59.3% | -29.2% |
| 3M | -31.1% | -98.7% | +67.6% | -31.3% |
| 6M | -42.8% | -100.0% | +57.1% | -43.1% |
| YTD | +24.6% | -100.0% | +124.6% | +24.1% |
| 1Y | +21.9% | -100.0% | +121.9% | +21.2% |
| 3Y | +524.9% | -100.0% | +624.9% | +521.2% |
| 5Y | +1,092.2% | -100.0% | +1,192.2% | +1,084.5% |
| 10Y | +3,759.0% | -100.0% | +3,859.0% | +3,780.1% |
| All | +12,359.3% | -100.0% | +12,459.3% | +13,940.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling