+79.8%
DE vs VIK
+225.1%
-145.3%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.6% |
| 7D | -2.6% | -0.9% | -1.6% | -2.4% |
| 30D | +9.0% | -18.4% | +27.4% | +13.6% |
| 3M | +19.1% | -8.8% | +27.9% | +21.1% |
| 6M | +14.4% | +17.1% | -2.8% | +9.4% |
| YTD | +45.9% | +19.0% | +26.9% | +38.2% |
| 1Y | +43.6% | +30.1% | +13.5% | +32.9% |
| All | +79.8% | +225.1% | -145.3% | +36.9% |
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