-100.0%
VIVK vs ROIV
+177.7%
-277.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +1.5% | -13.8% | -13.0% |
| 7D | -1.4% | +0.6% | -2.0% | -1.8% |
| 30D | -43.6% | +1.0% | -44.6% | -44.1% |
| 3M | -95.1% | +18.3% | -113.4% | -95.7% |
| 6M | -98.2% | +18.3% | -116.5% | -98.4% |
| YTD | -97.9% | +61.0% | -158.9% | -98.6% |
| 1Y | -100.0% | +177.9% | -277.9% | -100.0% |
| All | -100.0% | +177.7% | -277.6% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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