-100.0%
VIVK vs HRB
+418.7%
-518.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -6.5% | +14.1% | +9.4% |
| 7D | +13.1% | -9.1% | +22.1% | +15.9% |
| 30D | -29.7% | +0.3% | -29.9% | -30.1% |
| 3M | -93.0% | +23.4% | -116.4% | -93.5% |
| 6M | -98.0% | +45.1% | -143.1% | -98.2% |
| YTD | -97.8% | +8.9% | -106.6% | -97.8% |
| 1Y | -100.0% | -7.9% | -92.1% | -100.0% |
| 3Y | -100.0% | +27.9% | -127.9% | -100.0% |
| 5Y | -100.0% | +108.3% | -208.3% | -100.0% |
| 10Y | -100.0% | +208.4% | -308.4% | -100.0% |
| All | -100.0% | +418.7% | -518.7% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling