-98.0%
VIVK vs DVA
+22.0%
-120.0%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +1.6% | -8.0% | -6.6% |
| 7D | -7.9% | +2.0% | -9.9% | -8.3% |
| 30D | -42.0% | -0.4% | -41.6% | -42.0% |
| 3M | -92.5% | -7.7% | -84.8% | -91.8% |
| 6M | -98.0% | +20.0% | -118.0% | -97.6% |
| All | -98.0% | +22.0% | -120.0% | -97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 6mo: compounded portfolio wealth divided by compounded DVA 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…
6mo analysis · Full analysis span regression · 6 months rolling