-98.2%
VIVK vs AJG
+12.4%
-110.6%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -1.2% | -6.2% | -6.5% |
| 7D | -4.4% | -8.3% | +3.9% | +1.2% |
| 30D | -40.8% | -5.7% | -35.1% | -38.9% |
| 3M | -94.1% | +9.1% | -103.2% | -94.2% |
| 6M | -98.2% | +15.2% | -113.4% | -98.2% |
| All | -98.2% | +12.4% | -110.6% | -98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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