+55.4%
IOT vs VIVK
-100.0%
+155.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.4% | +7.2% | 0.0% |
| 7D | -4.5% | -4.4% | -0.2% | -4.4% |
| 30D | -2.4% | -40.8% | +38.4% | -1.3% |
| 3M | +19.0% | -94.1% | +113.1% | +26.3% |
| 6M | +19.6% | -98.2% | +117.8% | +29.3% |
| YTD | +8.3% | -98.0% | +106.3% | +14.9% |
| 1Y | -0.8% | -100.0% | +99.2% | +12.9% |
| 3Y | +24.4% | -100.0% | +124.4% | +39.5% |
| All | +55.4% | -100.0% | +155.4% | +49.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling