+107.6%
EXPE vs VIK
+225.3%
-117.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | +0.8% |
| 7D | -11.5% | -0.8% | -10.7% | -11.3% |
| 30D | -13.1% | -18.0% | +5.0% | -5.6% |
| 3M | +18.1% | -5.8% | +24.0% | +20.0% |
| 6M | +13.3% | +17.2% | -3.9% | +2.1% |
| YTD | -3.2% | +19.1% | -22.4% | -14.0% |
| 1Y | +26.1% | +33.6% | -7.5% | +5.1% |
| All | +107.6% | +225.3% | -117.7% | +58.4% |
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