+23.7%
FITB vs VIK
+31.2%
-7.6%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.7% | +0.8% |
| 7D | -1.0% | -1.8% | +0.9% | -0.5% |
| 30D | -5.5% | -17.3% | +11.8% | -0.7% |
| 3M | +4.1% | -5.1% | +9.2% | +5.0% |
| 6M | +18.7% | +16.2% | +2.5% | +11.2% |
| YTD | +18.2% | +17.6% | +0.5% | +10.4% |
| 1Y | +23.7% | +33.5% | -9.9% | +8.8% |
| All | +23.7% | +31.2% | -7.6% | +8.8% |
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