+10.6%
IOT vs VIVK
-100.0%
+110.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -27.5% | +31.6% | +4.6% |
| 7D | -0.5% | -68.7% | +68.2% | +1.3% |
| 30D | +1.0% | -90.0% | +91.0% | +5.0% |
| 3M | +10.9% | -98.1% | +109.0% | +19.7% |
| 6M | +39.9% | -99.9% | +139.8% | +69.5% |
| YTD | +20.8% | -99.9% | +120.7% | +38.8% |
| 1Y | +10.6% | -100.0% | +110.6% | +49.4% |
| All | +10.6% | -100.0% | +110.6% | +49.4% |
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