+20.7%
ENTG vs VIK
+243.7%
-223.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.1% | -4.9% | -4.5% |
| 7D | +15.2% | +2.7% | +12.5% | +13.2% |
| 30D | -3.6% | +8.8% | -12.4% | -8.9% |
| 3M | -10.0% | -15.3% | +5.4% | -0.1% |
| 6M | +1.8% | +9.4% | -7.6% | -4.7% |
| YTD | +75.5% | +25.9% | +49.6% | +47.6% |
| 1Y | +82.4% | +51.0% | +31.4% | +34.4% |
| All | +20.7% | +243.7% | -223.0% | -47.0% |
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