+33.1%
ADP vs VIK
+243.7%
-210.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | +0.6% |
| 7D | +2.2% | +2.7% | -0.6% | +1.9% |
| 30D | +10.6% | +8.8% | +1.8% | +9.7% |
| 3M | +12.9% | -15.3% | +28.2% | +14.5% |
| 6M | +50.6% | +9.4% | +41.3% | +48.1% |
| YTD | +23.2% | +25.9% | -2.7% | +18.0% |
| 1Y | +25.3% | +51.0% | -25.7% | +16.2% |
| All | +33.1% | +243.7% | -210.6% | +17.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling