+164.3%
EWY vs VIK
+37.7%
+126.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.3% | +4.3% | +4.5% |
| 7D | +4.8% | -3.0% | +7.9% | +6.3% |
| 30D | +11.7% | -20.7% | +32.4% | +24.3% |
| 3M | -7.4% | -4.6% | -2.8% | -5.6% |
| 6M | +40.6% | +14.0% | +26.6% | +30.2% |
| YTD | +94.3% | +20.2% | +74.1% | +79.5% |
| 1Y | +164.3% | +36.0% | +128.3% | +139.5% |
| All | +164.3% | +37.7% | +126.6% | +139.5% |
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 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