+18.1%
QQQ vs VIVK
-98.0%
+116.2%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.3% | +6.1% | -0.3% |
| 7D | +1.0% | -7.9% | +8.9% | +1.0% |
| 30D | -0.6% | -42.0% | +41.3% | -0.7% |
| 3M | +1.3% | -92.5% | +93.8% | +1.7% |
| 6M | +18.1% | -98.0% | +116.1% | +18.4% |
| All | +18.1% | -98.0% | +116.2% | +18.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling