-3.5%
MSFU vs VIVK
-100.0%
+96.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -27.5% | +40.9% | +13.3% |
| 7D | +8.2% | -68.7% | +76.8% | +7.9% |
| 30D | +10.2% | -90.0% | +100.2% | +9.9% |
| 3M | +22.9% | -98.1% | +120.9% | +22.4% |
| 6M | +63.2% | -99.9% | +163.1% | +68.7% |
| YTD | +11.7% | -99.9% | +111.6% | +15.4% |
| 1Y | -3.5% | -100.0% | +96.5% | +9.2% |
| All | -3.5% | -100.0% | +96.5% | +9.2% |
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