-6.5%
CDW vs VIK
+37.7%
-44.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.0% |
| 7D | +3.2% | -3.0% | +6.2% | +3.5% |
| 30D | +9.3% | -20.7% | +30.0% | +12.2% |
| 3M | +9.8% | -4.6% | +14.4% | +10.3% |
| 6M | +23.3% | +14.0% | +9.4% | +19.5% |
| YTD | +13.7% | +20.2% | -6.5% | +7.7% |
| 1Y | -6.5% | +36.0% | -42.5% | -18.7% |
| All | -6.5% | +37.7% | -44.2% | -18.7% |
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 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