-21.8%
IP vs VIVK
-100.0%
+78.2%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -6.3% | +1.3% | -5.0% |
| 7D | -4.6% | -7.9% | +3.3% | -4.5% |
| 30D | -15.3% | -42.0% | +26.7% | -14.9% |
| 3M | +2.7% | -92.5% | +95.2% | +4.0% |
| 6M | -7.4% | -98.0% | +90.6% | -5.9% |
| YTD | -8.8% | -97.9% | +89.1% | -8.9% |
| All | -21.8% | -100.0% | +78.2% | -17.1% |
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