+79.8%
DAL vs VIK
+234.5%
-154.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.6% | +1.2% |
| 7D | +8.8% | 0.0% | +8.8% | +8.8% |
| 30D | +5.4% | +7.7% | -2.3% | +0.5% |
| 3M | -4.9% | -17.6% | +12.7% | +7.0% |
| 6M | +19.8% | +1.7% | +18.2% | +17.3% |
| YTD | +27.0% | +22.5% | +4.5% | +8.8% |
| 1Y | +52.5% | +52.6% | -0.2% | +12.2% |
| All | +79.8% | +234.5% | -154.7% | -3.1% |
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