+155.3%
EWT vs VIK
+225.1%
-69.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +1.5% |
| 7D | -1.1% | -0.9% | -0.2% | -0.9% |
| 30D | +4.5% | -18.4% | +22.9% | +11.0% |
| 3M | +8.3% | -8.8% | +17.0% | +11.0% |
| 6M | +54.2% | +17.1% | +37.1% | +45.8% |
| YTD | +74.6% | +19.0% | +55.5% | +63.6% |
| 1Y | +84.9% | +30.1% | +54.8% | +68.1% |
| All | +155.3% | +225.1% | -69.7% | +79.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling