+21.7%
P vs VIVK
-100.0%
+121.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -14.3% | +18.8% | +4.7% |
| 7D | -4.7% | -48.0% | +43.3% | -3.7% |
| 30D | -31.4% | -88.4% | +57.0% | -29.6% |
| 3M | -2.6% | -98.7% | +96.1% | +1.5% |
| 6M | +21.9% | -100.0% | +121.9% | +29.9% |
| YTD | +58.9% | -100.0% | +158.9% | +64.7% |
| 1Y | +21.7% | -100.0% | +121.7% | +62.1% |
| All | +21.7% | -100.0% | +121.7% | +62.1% |
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 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