-9.2%
DIS vs VIK
+38.2%
-47.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.9% | -0.7% |
| 7D | -1.1% | +3.6% | -4.7% | -1.8% |
| 30D | +0.1% | -16.7% | +16.9% | +3.6% |
| 3M | +7.1% | -1.1% | +8.2% | +6.0% |
| 6M | +4.3% | +27.8% | -23.6% | -2.5% |
| YTD | -6.9% | +23.3% | -30.3% | -12.6% |
| All | -9.2% | +38.2% | -47.4% | -17.8% |
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