-100.0%
VIVK vs ITOT
+891.6%
-991.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.1% | +2.6% |
| 7D | -9.5% | -2.0% | -7.4% | -8.9% |
| 30D | -35.1% | -2.0% | -33.2% | -34.7% |
| 3M | -93.4% | +4.5% | -97.9% | -93.5% |
| 6M | -98.0% | +12.6% | -110.6% | -98.1% |
| YTD | -97.9% | +12.0% | -109.8% | -97.9% |
| 1Y | -100.0% | +17.3% | -117.2% | -100.0% |
| 3Y | -100.0% | +75.2% | -175.2% | -100.0% |
| 5Y | -100.0% | +74.0% | -174.0% | -100.0% |
| 10Y | -100.0% | +298.6% | -398.6% | -100.0% |
| All | -100.0% | +891.6% | -991.6% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling