+40.5%
ETN vs VIK
+225.1%
-184.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.2% | +2.8% | +3.5% |
| 7D | +3.5% | -0.9% | +4.5% | +3.9% |
| 30D | -7.5% | -18.4% | +10.9% | +0.1% |
| 3M | +8.3% | -8.8% | +17.1% | +11.9% |
| 6M | +20.2% | +17.1% | +3.0% | +10.9% |
| YTD | +34.7% | +19.0% | +15.6% | +22.5% |
| 1Y | +19.4% | +30.1% | -10.7% | +3.9% |
| All | +40.5% | +225.1% | -184.6% | -12.3% |
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 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