-5.5%
ETN vs VIK
+55.4%
-60.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +6.2% | -16.1% | -11.5% |
| 7D | -10.1% | +5.4% | -15.5% | -11.6% |
| 30D | -18.4% | +12.5% | -30.9% | -21.4% |
| 3M | -20.4% | -15.2% | -5.2% | -16.2% |
| 6M | -16.0% | +15.4% | -31.3% | -20.4% |
| YTD | +11.8% | +27.7% | -15.9% | +0.4% |
| 1Y | -5.5% | +59.7% | -65.2% | -23.9% |
| All | -5.5% | +55.4% | -60.9% | -23.9% |
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 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