+28.0%
IGV vs VIK
+243.7%
-215.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.6% |
| 7D | +2.3% | +2.7% | -0.4% | +1.6% |
| 30D | -6.0% | +8.8% | -14.8% | -8.3% |
| 3M | -4.8% | -15.3% | +10.5% | -0.7% |
| 6M | +14.2% | +9.4% | +4.9% | +10.1% |
| YTD | -4.2% | +25.9% | -30.1% | -13.2% |
| 1Y | -5.3% | +51.0% | -56.3% | -20.1% |
| All | +28.0% | +243.7% | -215.7% | -10.6% |
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