-100.0%
VIVK vs ITOT
+20.8%
-120.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -0.3% | -12.0% | -12.1% |
| 7D | -1.4% | +0.1% | -1.5% | -1.4% |
| 30D | -43.6% | 0.0% | -43.6% | -43.6% |
| 3M | -95.1% | +2.0% | -97.1% | -95.1% |
| 6M | -98.2% | +13.0% | -111.2% | -98.6% |
| YTD | -97.9% | +14.0% | -111.9% | -98.5% |
| 1Y | -100.0% | +19.9% | -119.9% | -100.0% |
| All | -100.0% | +20.8% | -120.8% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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