-100.0%
VIVK vs GEN
+159.8%
-259.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +1.0% | -8.4% | -7.5% |
| 7D | -4.4% | -1.3% | -3.1% | -4.2% |
| 30D | -40.8% | +6.1% | -46.9% | -41.4% |
| 3M | -94.1% | +27.0% | -121.1% | -94.4% |
| 6M | -98.2% | +43.9% | -142.1% | -98.3% |
| YTD | -98.0% | +13.0% | -111.0% | -98.1% |
| 1Y | -100.0% | +4.0% | -104.0% | -100.0% |
| 3Y | -100.0% | +66.2% | -166.2% | -100.0% |
| 5Y | -100.0% | +23.2% | -123.2% | -100.0% |
| All | -100.0% | +159.8% | -259.8% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling