-58.8%
BSX vs VIK
+34.6%
-93.4%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.3% |
| 7D | -10.1% | -0.9% | -9.2% | -10.1% |
| 30D | -16.4% | -18.4% | +2.0% | -16.5% |
| 3M | -8.9% | -8.8% | -0.1% | -9.2% |
| 6M | -38.3% | +17.1% | -55.4% | -39.3% |
| YTD | -54.9% | +19.0% | -74.0% | -55.8% |
| 1Y | -58.8% | +30.1% | -89.0% | -59.8% |
| All | -58.8% | +34.6% | -93.4% | -59.8% |
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