-45.4%
VRT vs VIVK
-100.0%
+54.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -7.5% | +3.9% | -3.5% |
| 7D | +10.5% | -57.7% | +68.2% | +12.1% |
| 30D | -9.3% | -87.3% | +78.0% | -8.1% |
| 3M | -29.6% | -98.9% | +69.3% | -32.0% |
| 6M | -45.4% | -100.0% | +54.6% | -45.6% |
| All | -45.4% | -100.0% | +54.6% | -45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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