-100.0%
VIVK vs TRU
-35.6%
-64.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +1.0% | -8.4% | -7.6% |
| 7D | -4.4% | -2.7% | -1.6% | -3.9% |
| 30D | -40.8% | -2.0% | -38.8% | -40.6% |
| 3M | -94.1% | +18.4% | -112.6% | -94.4% |
| 6M | -98.2% | +8.9% | -107.1% | -98.2% |
| YTD | -98.0% | -8.9% | -89.1% | -98.0% |
| 1Y | -100.0% | -15.9% | -84.1% | -100.0% |
| 3Y | -100.0% | -1.1% | -98.9% | -100.0% |
| All | -100.0% | -35.6% | -64.4% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling