-98.0%
VIVK vs XHB
-3.8%
-94.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.5% | -4.8% | -6.8% |
| 7D | -7.9% | -1.9% | -6.0% | -8.4% |
| 30D | -42.0% | -8.3% | -33.6% | -43.3% |
| 3M | -92.5% | -7.1% | -85.4% | -92.6% |
| 6M | -98.0% | -5.3% | -92.8% | -97.9% |
| All | -98.0% | -3.8% | -94.3% | -97.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling