+96.9%
PSX vs VIVK
-100.0%
+196.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -27.5% | +22.9% | -4.5% |
| 7D | -5.2% | -68.7% | +63.5% | -5.4% |
| 30D | -3.7% | -90.0% | +86.3% | -3.8% |
| 3M | +26.8% | -98.1% | +124.8% | +27.3% |
| 6M | +47.3% | -99.9% | +147.2% | +48.0% |
| YTD | +105.4% | -99.9% | +205.3% | +104.6% |
| 1Y | +96.9% | -100.0% | +196.9% | +98.2% |
| All | +96.9% | -100.0% | +196.9% | +98.2% |
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