-49.5%
ORCL vs VIVK
-100.0%
+50.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -27.5% | +25.5% | -1.5% |
| 7D | -14.4% | -68.7% | +54.3% | -13.1% |
| 30D | -12.8% | -90.0% | +77.2% | -10.8% |
| 3M | -14.8% | -98.1% | +83.3% | -12.1% |
| 6M | -30.9% | -99.9% | +69.0% | -26.3% |
| YTD | -35.7% | -99.9% | +64.2% | -31.0% |
| 1Y | -49.5% | -100.0% | +50.5% | -50.6% |
| All | -49.5% | -100.0% | +50.5% | -50.6% |
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