-56.4%
FICO vs VIK
+55.4%
-111.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.2% | -9.4% | -3.9% |
| 7D | +0.4% | +5.4% | -5.0% | -0.2% |
| 30D | +1.7% | +12.5% | -10.9% | +0.1% |
| 3M | -33.0% | -15.2% | -17.8% | -31.5% |
| 6M | -33.9% | +15.4% | -49.2% | -36.8% |
| YTD | -58.5% | +27.7% | -86.2% | -61.3% |
| 1Y | -56.4% | +59.7% | -116.1% | -62.1% |
| All | -56.4% | +55.4% | -111.8% | -62.1% |
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 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