-57.9%
FICO vs VIK
+54.3%
-112.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.6% |
| 7D | -0.9% | 0.0% | -1.0% | -1.0% |
| 30D | +3.3% | +7.7% | -4.3% | +2.2% |
| 3M | -31.7% | -17.6% | -14.1% | -30.0% |
| 6M | -34.0% | +1.7% | -35.6% | -35.4% |
| YTD | -58.3% | +22.5% | -80.8% | -61.0% |
| 1Y | -57.9% | +52.6% | -110.6% | -63.3% |
| All | -57.9% | +54.3% | -112.2% | -63.3% |
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