+21.8%
VZ vs VIVK
-100.0%
+121.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -14.3% | +15.0% | +0.7% |
| 7D | +0.9% | -48.0% | +48.9% | +1.2% |
| 30D | +8.9% | -88.4% | +97.4% | +10.2% |
| 3M | +0.1% | -98.7% | +98.8% | +3.2% |
| 6M | +1.9% | -100.0% | +101.9% | +7.6% |
| YTD | +22.0% | -100.0% | +122.0% | +27.1% |
| All | +21.8% | -100.0% | +121.8% | +31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling