-11.4%
MSCI vs VIVK
-100.0%
+88.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +7.7% | -11.4% | -3.7% |
| 7D | -2.1% | +13.1% | -15.1% | -2.0% |
| 30D | -1.7% | -29.7% | +27.9% | -1.9% |
| 3M | -8.2% | -93.0% | +84.7% | -8.4% |
| 6M | -2.4% | -98.0% | +95.5% | -2.5% |
| YTD | -2.8% | -97.8% | +94.9% | -2.8% |
| 1Y | -2.7% | -100.0% | +97.3% | -2.7% |
| 3Y | +7.3% | -100.0% | +107.3% | +6.9% |
| 5Y | -11.4% | -100.0% | +88.6% | -11.7% |
| All | -11.4% | -100.0% | +88.6% | -11.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling