-100.0%
VIVK vs RACE
+39.3%
-139.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.0% | +8.6% | +7.8% |
| 7D | +13.1% | -1.0% | +14.1% | +13.4% |
| 30D | -29.7% | -1.5% | -28.1% | -29.5% |
| 3M | -93.0% | +15.5% | -108.4% | -93.3% |
| 6M | -98.0% | +17.3% | -115.3% | -98.1% |
| YTD | -97.8% | +11.1% | -108.9% | -97.9% |
| 1Y | -100.0% | -14.3% | -85.7% | -100.0% |
| 3Y | -100.0% | +40.2% | -140.1% | -100.0% |
| All | -100.0% | +39.3% | -139.2% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling