+269.1%
FIX vs VIK
+236.8%
+32.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.2% |
| 7D | -13.9% | +2.6% | -16.5% | -15.5% |
| 30D | -35.5% | +7.9% | -43.4% | -38.4% |
| 3M | -33.9% | -15.2% | -18.8% | -28.5% |
| 6M | -43.3% | +6.5% | -49.8% | -46.1% |
| YTD | +18.7% | +23.3% | -4.7% | +2.4% |
| 1Y | +13.8% | +47.7% | -33.9% | -11.8% |
| All | +269.1% | +236.8% | +32.3% | +97.0% |
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