+580.7%
HOOD vs VIK
+221.3%
+359.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.4% | -0.8% |
| 7D | -9.1% | -1.8% | -7.3% | -8.0% |
| 30D | +20.1% | -17.3% | +37.4% | +37.6% |
| 3M | +31.2% | -5.1% | +36.3% | +34.3% |
| 6M | +44.3% | +16.2% | +28.1% | +24.1% |
| YTD | +0.2% | +17.6% | -17.4% | -15.8% |
| 1Y | -3.5% | +33.5% | -37.0% | -28.5% |
| All | +580.7% | +221.3% | +359.4% | +184.4% |
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