+53.4%
ACWI vs VIK
+243.7%
-190.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.5% |
| 7D | +2.4% | +2.7% | -0.3% | +1.8% |
| 30D | -1.7% | +8.8% | -10.5% | -3.7% |
| 3M | -3.9% | -15.3% | +11.4% | -0.4% |
| 6M | +0.8% | +9.4% | -8.6% | -2.2% |
| YTD | +11.0% | +25.9% | -14.8% | +3.2% |
| 1Y | +13.1% | +51.0% | -37.9% | +0.1% |
| All | +53.4% | +243.7% | -190.3% | +14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling