+24.3%
FFIV vs VIK
+33.4%
-9.1%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.4% | +7.3% | +4.5% |
| 7D | +3.5% | -0.8% | +4.3% | +3.6% |
| 30D | -1.3% | -18.0% | +16.7% | +2.8% |
| 3M | +2.4% | -5.8% | +8.2% | +3.6% |
| 6M | +41.8% | +17.2% | +24.7% | +34.3% |
| YTD | +58.5% | +19.1% | +39.4% | +48.5% |
| 1Y | +24.3% | +33.6% | -9.3% | +10.4% |
| All | +24.3% | +33.4% | -9.1% | +10.4% |
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 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