-98.0%
VIVK vs HRB
+44.9%
-142.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.6% | -4.7% | -5.8% |
| 7D | -7.9% | -10.6% | +2.7% | -4.0% |
| 30D | -42.0% | -0.8% | -41.1% | -42.6% |
| 3M | -92.5% | +19.1% | -111.6% | -93.2% |
| 6M | -98.0% | +48.7% | -146.7% | -98.2% |
| All | -98.0% | +44.9% | -142.9% | -98.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling