+450.1%
FIX vs VIK
+236.8%
+213.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.6% | -0.3% | +0.9% |
| 7D | +6.1% | +3.6% | +2.5% | +4.0% |
| 30D | -2.7% | -16.7% | +14.1% | +7.1% |
| 3M | -10.9% | -1.1% | -9.9% | -10.7% |
| 6M | +29.0% | +27.8% | +1.2% | +10.9% |
| YTD | +76.9% | +23.3% | +53.5% | +53.5% |
| 1Y | +130.7% | +38.2% | +92.6% | +86.4% |
| All | +450.1% | +236.8% | +213.3% | +195.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling