+34.5%
GD vs VIK
+244.4%
-209.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.3% | -0.3% |
| 7D | +0.6% | -1.2% | +1.9% | +0.8% |
| 30D | +9.5% | +11.5% | -2.0% | +7.9% |
| 3M | -5.8% | -11.3% | +5.5% | -4.7% |
| 6M | +7.7% | +11.3% | -3.6% | +5.6% |
| YTD | +11.1% | +26.1% | -15.1% | +6.4% |
| 1Y | +6.1% | +50.0% | -43.9% | -1.2% |
| All | +34.5% | +244.4% | -209.9% | +10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling