+12.1%
GS vs VIK
+54.3%
-42.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -1.0% |
| 7D | -3.2% | 0.0% | -3.2% | -3.1% |
| 30D | -2.4% | +7.7% | -10.1% | -5.1% |
| 3M | -15.7% | -17.6% | +1.9% | -9.5% |
| 6M | -6.8% | +1.7% | -8.4% | -8.5% |
| YTD | -0.1% | +22.5% | -22.6% | -9.7% |
| 1Y | +12.1% | +52.6% | -40.5% | -5.0% |
| All | +12.1% | +54.3% | -42.2% | -5.0% |
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 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