-4.6%
HD vs VIVK
-100.0%
+95.4%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -27.5% | +34.0% | +6.5% |
| 7D | +11.9% | -68.7% | +80.6% | +12.1% |
| 30D | +26.4% | -90.0% | +116.5% | +26.7% |
| 3M | +2.8% | -98.1% | +100.9% | +3.3% |
| 6M | +15.5% | -99.9% | +115.4% | +17.8% |
| YTD | +5.5% | -99.9% | +105.5% | +7.1% |
| 1Y | -4.6% | -100.0% | +95.4% | -3.0% |
| All | -4.6% | -100.0% | +95.4% | -3.0% |
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