+25.6%
HAL vs VIVK
-100.0%
+125.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -27.5% | +24.3% | -3.0% |
| 7D | -7.7% | -68.7% | +60.9% | -7.4% |
| 30D | +0.7% | -90.0% | +90.7% | +1.5% |
| 3M | +2.5% | -98.1% | +100.5% | +3.9% |
| 6M | -20.7% | -99.9% | +79.2% | -18.7% |
| YTD | +18.4% | -99.9% | +118.3% | +19.5% |
| 1Y | +25.6% | -100.0% | +125.6% | +28.7% |
| All | +25.6% | -100.0% | +125.6% | +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