-100.0%
VIVK vs AU
+100.5%
-200.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -2.3% | -10.0% | -12.4% |
| 7D | -1.4% | -3.6% | +2.3% | -1.5% |
| 30D | -43.6% | +23.9% | -67.5% | -43.0% |
| 3M | -95.1% | +19.1% | -114.2% | -95.1% |
| 6M | -98.2% | -0.2% | -98.0% | -98.2% |
| YTD | -97.9% | +32.5% | -130.4% | -98.0% |
| 1Y | -100.0% | +96.9% | -196.9% | -100.0% |
| All | -100.0% | +100.5% | -200.4% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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