-55.1%
MTZ vs VIVK
-100.0%
+44.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -14.3% | +18.9% | +4.5% |
| 7D | +12.9% | -48.0% | +60.9% | +12.0% |
| 30D | -8.5% | -88.4% | +79.9% | -12.4% |
| 3M | -30.6% | -98.7% | +68.1% | -37.8% |
| 6M | -55.1% | -100.0% | +44.8% | -65.1% |
| All | -55.1% | -100.0% | +44.9% | -65.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling