-100.0%
VIVK vs THC
+253.4%
-353.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.3% | +9.9% | +8.0% |
| 7D | +13.1% | -2.6% | +15.6% | +13.4% |
| 30D | -29.7% | -1.2% | -28.5% | -29.6% |
| 3M | -93.0% | +58.9% | -151.9% | -93.5% |
| 6M | -98.0% | +9.3% | -107.3% | -98.1% |
| YTD | -97.8% | +30.4% | -128.1% | -97.9% |
| 1Y | -100.0% | +34.6% | -134.6% | -100.0% |
| 3Y | -100.0% | +246.7% | -346.6% | -100.0% |
| All | -100.0% | +253.4% | -353.4% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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