+214.8%
TER vs VIVK
-100.0%
+314.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.4% | -5.9% | -3.5% |
| 7D | +9.4% | -9.5% | +18.8% | +9.4% |
| 30D | -2.4% | -35.1% | +32.7% | -2.5% |
| 3M | +6.5% | -93.4% | +99.9% | +5.4% |
| 6M | +23.2% | -98.0% | +121.2% | +22.0% |
| YTD | +91.5% | -97.9% | +189.3% | +87.1% |
| 1Y | +214.8% | -100.0% | +314.8% | +225.7% |
| All | +214.8% | -100.0% | +314.8% | +225.7% |
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