-100.0%
VIVK vs RMD
+1,077.0%
-1,177.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -3.2% | +10.8% | +8.4% |
| 7D | +13.1% | -4.5% | +17.5% | +14.2% |
| 30D | -29.7% | +4.6% | -34.3% | -30.6% |
| 3M | -93.0% | +14.8% | -107.7% | -93.2% |
| 6M | -98.0% | -12.1% | -85.9% | -97.9% |
| YTD | -97.8% | -7.5% | -90.3% | -97.7% |
| 1Y | -100.0% | -20.1% | -79.9% | -100.0% |
| 3Y | -100.0% | +53.9% | -153.9% | -100.0% |
| 5Y | -100.0% | -22.2% | -77.8% | -100.0% |
| 10Y | -100.0% | +268.2% | -368.2% | -100.0% |
| All | -100.0% | +1,077.0% | -1,177.0% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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