-100.0%
VIVK vs RRX
+366.8%
-466.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -2.5% | -3.8% | -5.8% |
| 7D | -7.9% | -0.7% | -7.2% | -7.7% |
| 30D | -42.0% | -8.0% | -34.0% | -40.8% |
| 3M | -92.5% | -25.1% | -67.5% | -92.1% |
| 6M | -98.0% | -18.3% | -79.7% | -98.0% |
| YTD | -97.9% | +14.2% | -112.1% | -98.0% |
| 1Y | -100.0% | +13.0% | -113.0% | -100.0% |
| 3Y | -100.0% | +4.2% | -104.2% | -100.0% |
| 5Y | -100.0% | +17.9% | -117.9% | -100.0% |
| 10Y | -100.0% | +220.4% | -320.4% | -100.0% |
| All | -100.0% | +366.8% | -466.8% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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