+23.7%
BBY vs VIK
+37.7%
-14.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.3% | +2.9% | +3.1% |
| 7D | +9.5% | -3.0% | +12.5% | +10.2% |
| 30D | +6.8% | -20.7% | +27.6% | +12.2% |
| 3M | +28.9% | -4.6% | +33.5% | +28.9% |
| 6M | +37.8% | +14.0% | +23.8% | +31.4% |
| YTD | +38.7% | +20.2% | +18.6% | +29.4% |
| 1Y | +23.7% | +36.0% | -12.3% | +7.8% |
| All | +23.7% | +37.7% | -14.0% | +7.8% |
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