+271.5%
FIX vs VIK
+233.3%
+38.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -0.4% | +9.8% | +9.6% |
| 7D | -7.2% | +0.1% | -7.4% | -7.7% |
| 30D | -35.1% | +6.8% | -41.9% | -37.6% |
| 3M | -34.3% | -17.6% | -16.7% | -27.6% |
| 6M | -42.9% | +5.4% | -48.4% | -45.4% |
| YTD | +19.5% | +22.1% | -2.6% | +3.7% |
| 1Y | +16.8% | +49.3% | -32.5% | -10.0% |
| All | +271.5% | +233.3% | +38.1% | +99.4% |
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