-100.0%
VIVK vs BEN
+45.3%
-145.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | 0.0% | -7.4% | -7.4% |
| 7D | -4.4% | -3.1% | -1.3% | -3.7% |
| 30D | -40.8% | +0.2% | -41.0% | -41.0% |
| 3M | -94.1% | +6.8% | -101.0% | -94.3% |
| 6M | -98.2% | +38.1% | -136.3% | -98.7% |
| YTD | -98.0% | +44.3% | -142.4% | -98.6% |
| 1Y | -100.0% | +42.6% | -142.5% | -100.0% |
| All | -100.0% | +45.3% | -145.3% | -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