+4.3%
ETSY vs VIK
+225.1%
-220.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +1.3% |
| 7D | -4.9% | -0.9% | -4.0% | -4.7% |
| 30D | -8.6% | -18.4% | +9.8% | -4.1% |
| 3M | +4.8% | -8.8% | +13.5% | +6.8% |
| 6M | +38.1% | +17.1% | +20.9% | +30.6% |
| YTD | +31.2% | +19.0% | +12.2% | +22.9% |
| 1Y | +22.1% | +30.1% | -8.0% | +10.9% |
| All | +4.3% | +225.1% | -220.8% | -14.0% |
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