-100.0%
VIVK vs Z
-58.8%
-41.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -2.1% | -10.2% | -12.7% |
| 7D | -1.4% | -3.0% | +1.6% | -2.3% |
| 30D | -43.6% | -4.2% | -39.4% | -44.1% |
| 3M | -95.1% | -3.7% | -91.4% | -95.1% |
| 6M | -98.2% | -24.5% | -73.7% | -98.2% |
| YTD | -97.9% | -49.3% | -48.6% | -97.7% |
| 1Y | -100.0% | -58.7% | -41.3% | -100.0% |
| All | -100.0% | -58.8% | -41.2% | -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