-100.0%
VIVK vs HRB
-6.2%
-93.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +0.5% | -7.9% | -7.5% |
| 7D | -4.4% | -8.0% | +3.7% | -3.3% |
| 30D | -40.8% | -16.0% | -24.8% | -39.2% |
| 3M | -94.1% | +26.9% | -121.0% | -94.4% |
| 6M | -98.2% | +51.1% | -149.3% | -98.3% |
| YTD | -98.0% | +7.1% | -105.1% | -99.0% |
| 1Y | -100.0% | -9.6% | -90.4% | -100.0% |
| All | -100.0% | -6.2% | -93.8% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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