+1.3%
BDX vs VIK
+221.3%
-220.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.6% | -1.7% |
| 7D | -5.4% | -1.8% | -3.6% | -5.2% |
| 30D | -2.2% | -17.3% | +15.1% | -0.1% |
| 3M | +20.1% | -5.1% | +25.1% | +20.2% |
| 6M | +9.1% | +16.2% | -7.1% | +5.7% |
| YTD | +17.9% | +17.6% | +0.2% | +13.8% |
| 1Y | +22.1% | +33.5% | -11.4% | +15.7% |
| All | +1.3% | +221.3% | -220.0% | -9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling