-100.0%
VIVK vs UUUU
+79.1%
-179.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -5.0% | -2.4% | -7.1% |
| 7D | -4.4% | -10.5% | +6.1% | -3.7% |
| 30D | -40.8% | -10.5% | -30.3% | -40.4% |
| 3M | -94.1% | -14.1% | -80.0% | -94.1% |
| 6M | -98.2% | -35.5% | -62.7% | -98.1% |
| YTD | -98.0% | -10.9% | -87.1% | -98.1% |
| 1Y | -100.0% | +3.4% | -103.3% | -100.0% |
| 3Y | -100.0% | +73.1% | -173.1% | -100.0% |
| All | -100.0% | +79.1% | -179.1% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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