-100.0%
VIVK vs GEN
+58.7%
-158.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.7% | +2.2% |
| 7D | -9.5% | -4.4% | -5.1% | -8.2% |
| 30D | -35.1% | +3.7% | -38.9% | -35.9% |
| 3M | -93.4% | +22.2% | -115.6% | -93.8% |
| 6M | -98.0% | +38.9% | -136.9% | -98.2% |
| YTD | -97.9% | +11.9% | -109.7% | -97.9% |
| 1Y | -100.0% | +4.5% | -104.5% | -100.0% |
| All | -100.0% | +58.7% | -158.7% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling