-100.0%
VIVK vs BEN
+42.6%
-142.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +3.5% | -15.8% | -13.2% |
| 7D | -1.4% | +0.2% | -1.6% | -1.4% |
| 30D | -43.6% | -0.5% | -43.1% | -43.5% |
| 3M | -95.1% | +9.7% | -104.9% | -95.3% |
| 6M | -98.2% | +33.9% | -132.1% | -98.7% |
| YTD | -97.9% | +49.0% | -146.9% | -98.6% |
| 1Y | -100.0% | +42.1% | -142.1% | -100.0% |
| All | -100.0% | +42.6% | -142.5% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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