+44.7%
MS vs VIVK
-100.0%
+144.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.3% | +5.9% | -0.4% |
| 7D | +1.7% | -7.9% | +9.6% | +1.7% |
| 30D | 0.0% | -42.0% | +42.0% | 0.0% |
| 3M | +3.0% | -92.5% | +95.5% | +3.0% |
| 6M | +35.7% | -98.0% | +133.7% | +35.7% |
| YTD | +23.3% | -97.9% | +121.2% | +22.5% |
| 1Y | +44.7% | -100.0% | +144.6% | +49.0% |
| All | +44.7% | -100.0% | +144.6% | +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 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