-100.0%
VIVK vs XHB
-14.9%
-85.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +1.6% | -9.0% | -8.2% |
| 7D | -4.4% | -4.6% | +0.3% | -2.1% |
| 30D | -40.8% | -9.1% | -31.7% | -37.7% |
| 3M | -94.1% | -8.6% | -85.6% | -94.0% |
| 6M | -98.2% | -4.0% | -94.2% | -98.3% |
| YTD | -98.0% | -3.9% | -94.1% | -97.7% |
| 1Y | -100.0% | -16.5% | -83.5% | -100.0% |
| All | -100.0% | -14.9% | -85.1% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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