+11,532.2%
QLD vs VIVK
-100.0%
+11,632.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -23.6% | +30.4% | +6.8% |
| 7D | -1.4% | -44.2% | +42.8% | -1.4% |
| 30D | -19.6% | -90.0% | +70.4% | -19.5% |
| 3M | -14.1% | -98.0% | +83.9% | -14.0% |
| 6M | -13.6% | -99.9% | +86.3% | -13.3% |
| YTD | +12.5% | -99.9% | +112.5% | +12.9% |
| 1Y | +13.1% | -100.0% | +113.1% | +13.6% |
| 3Y | +154.7% | -100.0% | +254.7% | +155.8% |
| 5Y | +81.1% | -100.0% | +181.1% | +81.9% |
| 10Y | +1,418.0% | -100.0% | +1,518.0% | +1,424.9% |
| All | +11,532.2% | -100.0% | +11,632.2% | +11,827.4% |
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