+14.3%
ADP vs VIK
+236.8%
-222.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.6% | -6.1% | -3.7% |
| 7D | -5.5% | +3.6% | -9.1% | -5.8% |
| 30D | -1.2% | -16.7% | +15.5% | +0.4% |
| 3M | +17.9% | -1.1% | +18.9% | +17.4% |
| 6M | +20.3% | +27.8% | -7.5% | +15.1% |
| YTD | +5.8% | +23.3% | -17.5% | +1.7% |
| 1Y | -7.7% | +38.2% | -45.9% | -13.2% |
| All | +14.3% | +236.8% | -222.5% | +1.0% |
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