-100.0%
VIVK vs Z
-54.2%
-45.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.5% | +9.4% | -36.9% | -24.1% |
| 7D | -68.7% | +10.2% | -78.8% | -67.1% |
| 30D | -90.0% | +23.7% | -113.7% | -89.1% |
| 3M | -98.1% | -6.6% | -91.5% | -98.0% |
| 6M | -99.9% | -23.0% | -76.9% | -99.9% |
| YTD | -99.9% | -50.3% | -49.6% | -99.9% |
| 1Y | -100.0% | -53.6% | -46.4% | -100.0% |
| All | -100.0% | -54.2% | -45.8% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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