-100.0%
VIVK vs AGI
+17.6%
-117.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -1.9% | -10.4% | -11.9% |
| 7D | -1.4% | +0.6% | -2.0% | -1.5% |
| 30D | -43.6% | +18.2% | -61.8% | -45.6% |
| 3M | -95.1% | -4.1% | -91.0% | -95.1% |
| 6M | -98.2% | -28.7% | -69.5% | -98.0% |
| YTD | -97.9% | -4.0% | -93.9% | -98.1% |
| 1Y | -100.0% | +17.4% | -117.4% | -100.0% |
| All | -100.0% | +17.6% | -117.6% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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