-98.0%
VIVK vs NTR
+6.1%
-104.0%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.5% | +4.9% | +1.3% |
| 7D | -9.5% | -2.5% | -7.0% | -10.6% |
| 30D | -35.1% | +17.0% | -52.1% | -28.5% |
| 3M | -93.4% | +22.2% | -115.5% | -92.3% |
| 6M | -98.0% | +5.2% | -103.2% | -97.8% |
| All | -98.0% | +6.1% | -104.0% | -97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 6mo: compounded portfolio wealth divided by compounded NTR 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…
6mo analysis · Full analysis span regression · 6 months rolling