+25.9%
CSCO vs VIK
+47.3%
-21.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.1% | -7.4% | -6.5% |
| 7D | +1.9% | +2.7% | -0.8% | +1.3% |
| 30D | -15.8% | +8.8% | -24.6% | -17.3% |
| 3M | -15.4% | -15.3% | -0.1% | -12.9% |
| 6M | -5.4% | +9.4% | -14.8% | -7.2% |
| YTD | +26.5% | +25.9% | +0.6% | +20.2% |
| 1Y | +25.9% | +51.0% | -25.1% | +17.0% |
| All | +25.9% | +47.3% | -21.4% | +17.0% |
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