+77.8%
DAL vs VIK
+243.7%
-165.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -1.1% |
| 7D | -1.1% | +2.7% | -3.8% | -2.8% |
| 30D | +12.8% | +8.8% | +4.0% | +6.8% |
| 3M | -5.3% | -15.3% | +10.0% | +4.7% |
| 6M | +22.4% | +9.4% | +13.0% | +14.2% |
| YTD | +25.6% | +25.9% | -0.2% | +5.7% |
| 1Y | +45.5% | +51.0% | -5.5% | +8.0% |
| All | +77.8% | +243.7% | -165.8% | -5.9% |
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