-41.5%
INTU vs VIVK
-100.0%
+58.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.3% | +4.8% | -1.5% |
| 7D | -8.5% | -7.9% | -0.6% | -8.4% |
| 30D | -6.1% | -42.0% | +35.8% | -5.6% |
| 3M | +7.3% | -92.5% | +99.8% | +9.1% |
| 6M | -33.2% | -98.0% | +64.8% | -31.6% |
| YTD | -52.2% | -97.9% | +45.7% | -51.1% |
| 1Y | -52.7% | -100.0% | +47.3% | -50.4% |
| All | -41.5% | -100.0% | +58.5% | -42.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling