+2,571.1%
MSCI vs VIVK
-100.0%
+2,671.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -7.5% | +8.8% | +1.3% |
| 7D | +3.0% | -57.7% | +60.7% | +3.0% |
| 30D | +17.8% | -87.3% | +105.1% | +17.8% |
| 3M | +15.2% | -98.9% | +114.1% | +15.3% |
| 6M | +16.5% | -100.0% | +116.4% | +16.7% |
| YTD | +16.4% | -100.0% | +116.3% | +16.6% |
| 1Y | +16.8% | -100.0% | +116.8% | +17.2% |
| 3Y | +35.8% | -100.0% | +135.8% | +36.2% |
| 5Y | +7.0% | -100.0% | +107.0% | +7.3% |
| 10Y | +818.6% | -100.0% | +918.6% | +817.4% |
| All | +2,571.1% | -100.0% | +2,671.1% | +2,505.1% |
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 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