+30.8%
SOXX vs VIVK
-100.0%
+130.8%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -70.7% | -23.3% | -47.4% | -71.5% |
| 7D | -23.0% | -75.3% | +52.3% | -26.6% |
| 30D | -32.9% | -92.3% | +59.4% | -36.0% |
| 3M | -25.3% | -98.3% | +73.0% | -29.1% |
| 6M | -17.8% | -99.9% | +82.2% | -22.1% |
| YTD | +32.1% | -99.9% | +132.0% | +24.4% |
| 1Y | +30.8% | -100.0% | +130.8% | +29.9% |
| All | +30.8% | -100.0% | +130.8% | +29.9% |
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