-6.7%
EFX vs VIK
+55.4%
-62.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.2% | -3.8% | +1.3% |
| 7D | +9.2% | +5.4% | +3.8% | +8.1% |
| 30D | +34.8% | +12.5% | +22.3% | +32.1% |
| 3M | +8.8% | -15.2% | +24.0% | +11.3% |
| 6M | +12.3% | +15.4% | -3.1% | +7.0% |
| YTD | -10.6% | +27.7% | -38.3% | -17.0% |
| 1Y | -6.7% | +59.7% | -66.5% | -20.3% |
| All | -6.7% | +55.4% | -62.2% | -20.3% |
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