-100.0%
VIVK vs AZO
+1,878.8%
-1,978.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.2% | -7.2% | -7.4% |
| 7D | -4.4% | -3.6% | -0.8% | -3.9% |
| 30D | -40.8% | -5.6% | -35.3% | -40.4% |
| 3M | -94.1% | -6.6% | -87.5% | -94.1% |
| 6M | -98.2% | -22.5% | -75.7% | -98.1% |
| YTD | -98.0% | -15.2% | -82.8% | -98.0% |
| 1Y | -100.0% | -33.9% | -66.0% | -100.0% |
| 3Y | -100.0% | +11.8% | -111.8% | -100.0% |
| 5Y | -100.0% | +85.5% | -185.5% | -100.0% |
| 10Y | -100.0% | +298.2% | -398.2% | -100.0% |
| All | -100.0% | +1,878.8% | -1,978.8% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 all: compounded portfolio wealth divided by compounded AZO 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…
all analysis · Full analysis span regression · 6 months rolling