+8.9%
IEF vs VIK
+221.3%
-212.4%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.5% | -0.8% |
| 7D | -1.2% | -1.8% | +0.6% | -1.2% |
| 30D | -1.5% | -17.3% | +15.8% | -1.3% |
| 3M | -1.7% | -5.1% | +3.4% | -1.6% |
| 6M | -3.5% | +16.2% | -19.7% | -3.5% |
| YTD | -2.6% | +17.6% | -20.3% | -2.6% |
| 1Y | -2.4% | +33.5% | -35.9% | -2.3% |
| All | +8.9% | +221.3% | -212.4% | +8.8% |
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