-45.2%
INTU vs VIVK
-100.0%
+54.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -27.5% | +30.9% | +3.6% |
| 7D | +8.7% | -68.7% | +77.3% | +9.3% |
| 30D | +25.9% | -90.0% | +115.9% | +27.4% |
| 3M | +10.7% | -98.1% | +108.8% | +14.0% |
| 6M | -11.6% | -99.9% | +88.3% | -7.2% |
| YTD | -45.4% | -99.9% | +54.5% | -42.0% |
| 1Y | -45.2% | -100.0% | +54.8% | -36.1% |
| All | -45.2% | -100.0% | +54.8% | -36.1% |
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