-100.0%
VIVK vs IBN
+52.7%
-152.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +2.4% |
| 7D | -9.5% | -5.5% | -4.0% | -9.5% |
| 30D | -35.1% | -3.4% | -31.7% | -35.1% |
| 3M | -93.4% | +8.7% | -102.0% | -93.4% |
| 6M | -98.0% | +3.7% | -101.7% | -98.0% |
| YTD | -97.9% | -2.4% | -95.5% | -97.9% |
| 1Y | -100.0% | -8.1% | -91.9% | -100.0% |
| 3Y | -100.0% | +26.3% | -126.3% | -100.0% |
| 5Y | -100.0% | +54.9% | -154.9% | -100.0% |
| All | -100.0% | +52.7% | -152.7% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 5y: compounded portfolio wealth divided by compounded IBN 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…
5y analysis · Full analysis span regression · 6 months rolling