+11.7%
ACWI vs VIK
+47.2%
-35.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.3% |
| 7D | +2.7% | +3.2% | -0.5% | +2.0% |
| 30D | -2.6% | +8.2% | -10.8% | -4.2% |
| 3M | -3.2% | -14.7% | +11.5% | -0.2% |
| 6M | +1.9% | +10.3% | -8.4% | -1.2% |
| YTD | +11.3% | +24.5% | -13.1% | +4.5% |
| 1Y | +11.7% | +45.7% | -34.1% | +2.5% |
| All | +11.7% | +47.2% | -35.5% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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