-100.0%
VIVK vs RACE
+783.2%
-883.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.9% | -5.5% | -6.2% |
| 7D | -7.9% | -2.6% | -5.3% | -7.4% |
| 30D | -42.0% | -1.1% | -40.9% | -41.8% |
| 3M | -92.5% | +12.5% | -105.0% | -92.8% |
| 6M | -98.0% | +17.4% | -115.4% | -98.1% |
| YTD | -97.9% | +10.1% | -108.0% | -98.0% |
| 1Y | -100.0% | -15.1% | -84.8% | -100.0% |
| 3Y | -100.0% | +38.9% | -138.9% | -100.0% |
| 5Y | -100.0% | +90.7% | -190.7% | -100.0% |
| 10Y | -100.0% | +801.8% | -901.8% | -100.0% |
| All | -100.0% | +783.2% | -883.2% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling