-30.0%
CDW vs VIK
+236.8%
-266.8%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.6% | -7.8% | -5.8% |
| 7D | -3.9% | +3.6% | -7.5% | -4.8% |
| 30D | +6.9% | -16.7% | +23.6% | +11.7% |
| 3M | +7.7% | -1.1% | +8.8% | +7.4% |
| 6M | +18.3% | +27.8% | -9.5% | +7.8% |
| YTD | +7.8% | +23.3% | -15.6% | -1.3% |
| 1Y | -12.2% | +38.2% | -50.4% | -23.1% |
| All | -30.0% | +236.8% | -266.8% | -52.1% |
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