+8.1%
EWZ vs VIK
+55.4%
-47.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.2% | -4.6% | +0.6% |
| 7D | -4.1% | +5.4% | -9.5% | -5.0% |
| 30D | -25.0% | +12.5% | -37.5% | -26.7% |
| 3M | -10.6% | -15.2% | +4.6% | -7.5% |
| 6M | -16.6% | +15.4% | -32.0% | -20.0% |
| YTD | +2.5% | +27.7% | -25.2% | -4.4% |
| 1Y | +8.1% | +59.7% | -51.6% | +0.6% |
| All | +8.1% | +55.4% | -47.4% | +0.6% |
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