+13,223.0%
QLD vs VIVK
-100.0%
+13,323.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -12.3% | +12.7% | +0.3% |
| 7D | +0.6% | -1.4% | +1.9% | +0.6% |
| 30D | -0.1% | -43.6% | +43.5% | -0.1% |
| 3M | -8.4% | -95.1% | +86.8% | -8.2% |
| 6M | +32.2% | -98.2% | +130.4% | +32.4% |
| YTD | +28.9% | -97.9% | +126.8% | +29.0% |
| 1Y | +43.8% | -100.0% | +143.8% | +44.3% |
| 3Y | +176.6% | -100.0% | +276.6% | +177.3% |
| 5Y | +121.6% | -100.0% | +221.6% | +122.1% |
| 10Y | +1,652.9% | -100.0% | +1,752.9% | +1,657.7% |
| All | +13,223.0% | -100.0% | +13,323.0% | +13,536.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling