-100.0%
VIVK vs TRU
-7.3%
-92.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -5.9% | -6.4% | -9.4% |
| 7D | -1.4% | -6.8% | +5.4% | +2.3% |
| 30D | -43.6% | 0.0% | -43.7% | -43.8% |
| 3M | -95.1% | +13.3% | -108.4% | -95.6% |
| 6M | -98.2% | +3.4% | -101.6% | -98.2% |
| YTD | -97.9% | -6.4% | -91.5% | -97.9% |
| 1Y | -100.0% | -9.7% | -90.3% | -100.0% |
| All | -100.0% | -7.3% | -92.7% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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