-21.8%
IDXX vs VIK
+34.6%
-56.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.6% |
| 7D | -5.7% | -0.9% | -4.8% | -5.6% |
| 30D | -11.5% | -18.4% | +6.9% | -7.2% |
| 3M | -9.5% | -8.8% | -0.8% | -8.3% |
| 6M | -16.0% | +17.1% | -33.1% | -21.1% |
| YTD | -25.4% | +19.0% | -44.4% | -30.1% |
| 1Y | -21.8% | +30.1% | -51.9% | -28.4% |
| All | -21.8% | +34.6% | -56.3% | -28.4% |
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 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