-100.0%
VIVK vs DOC
+23.9%
-123.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -1.8% | -10.5% | -12.0% |
| 7D | -1.4% | -1.5% | +0.1% | -1.0% |
| 30D | -43.6% | -4.8% | -38.9% | -43.1% |
| 3M | -95.1% | +6.9% | -102.0% | -95.2% |
| 6M | -98.2% | +20.7% | -118.9% | -98.2% |
| YTD | -97.9% | +34.1% | -132.1% | -98.4% |
| 1Y | -100.0% | +22.6% | -122.6% | -100.0% |
| All | -100.0% | +23.9% | -123.9% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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