+78.5%
DAL vs VIK
+239.9%
-161.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.3% | -3.9% | -4.4% |
| 7D | +1.4% | +3.2% | -1.8% | -0.6% |
| 30D | +9.1% | +8.2% | +0.9% | +3.6% |
| 3M | -3.5% | -14.7% | +11.2% | +6.2% |
| 6M | +23.4% | +10.3% | +13.1% | +14.5% |
| YTD | +26.0% | +24.5% | +1.6% | +6.9% |
| 1Y | +44.6% | +45.7% | -1.1% | +9.9% |
| All | +78.5% | +239.9% | -161.4% | -4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling