-100.0%
VIVK vs MTB
+23.4%
-123.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -0.1% | -12.2% | -12.3% |
| 7D | -1.4% | +1.7% | -3.1% | -1.3% |
| 30D | -43.6% | -4.2% | -39.4% | -44.4% |
| 3M | -95.1% | +8.9% | -104.0% | -95.1% |
| 6M | -98.2% | +10.9% | -109.1% | -98.2% |
| YTD | -97.9% | +21.5% | -119.4% | -98.0% |
| 1Y | -100.0% | +21.9% | -121.9% | -100.0% |
| All | -100.0% | +23.4% | -123.3% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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