+30.0%
MTZ vs VIVK
-100.0%
+129.9%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -12.3% | +14.4% | +2.1% |
| 7D | -1.6% | -1.4% | -0.2% | -1.6% |
| 30D | -11.1% | -43.6% | +32.5% | -11.1% |
| 3M | -36.7% | -95.1% | +58.4% | -36.2% |
| 6M | -21.9% | -98.2% | +76.3% | -21.2% |
| YTD | +9.1% | -97.9% | +107.0% | +9.0% |
| 1Y | +30.0% | -100.0% | +129.9% | +35.4% |
| All | +30.0% | -100.0% | +129.9% | +35.4% |
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