-17.9%
CDW vs VIK
+236.8%
-254.7%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +1.9% | +2.6% |
| 7D | +13.1% | +2.6% | +10.5% | +12.5% |
| 30D | +19.1% | +7.9% | +11.2% | +17.1% |
| 3M | +24.7% | -15.2% | +39.9% | +29.8% |
| 6M | +63.4% | +6.5% | +56.8% | +59.6% |
| YTD | +26.3% | +23.3% | +3.0% | +15.7% |
| 1Y | +20.6% | +47.7% | -27.1% | +3.3% |
| All | -17.9% | +236.8% | -254.7% | -43.8% |
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 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