+32.9%
FE vs VIK
+236.8%
-203.9%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.3% | -0.7% |
| 7D | +0.6% | +3.6% | -3.0% | +0.6% |
| 30D | -2.1% | -16.7% | +14.6% | -1.9% |
| 3M | +2.6% | -1.1% | +3.7% | +2.6% |
| 6M | -6.8% | +27.8% | -34.6% | -7.3% |
| YTD | +6.9% | +23.3% | -16.5% | +6.3% |
| 1Y | +11.6% | +38.2% | -26.6% | +10.5% |
| All | +32.9% | +236.8% | -203.9% | +26.1% |
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