+45.2%
BAC vs VIK
+236.8%
-191.6%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.8% | 0.0% |
| 7D | +2.1% | +2.6% | -0.5% | +1.3% |
| 30D | -6.7% | +7.9% | -14.6% | -8.8% |
| 3M | -20.2% | -15.2% | -5.1% | -16.8% |
| 6M | -0.2% | +6.5% | -6.7% | -3.3% |
| YTD | -6.4% | +23.3% | -29.7% | -14.2% |
| 1Y | -3.1% | +47.7% | -50.8% | -16.5% |
| All | +45.2% | +236.8% | -191.6% | +5.3% |
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 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