+253.5%
INTC vs VIK
+225.3%
+28.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.4% | +5.1% | +3.4% |
| 7D | +18.0% | -0.8% | +18.8% | +18.5% |
| 30D | +8.9% | -18.0% | +27.0% | +20.3% |
| 3M | -1.6% | -5.8% | +4.2% | +2.0% |
| 6M | +133.1% | +17.2% | +115.9% | +114.6% |
| YTD | +187.9% | +19.1% | +168.8% | +160.8% |
| 1Y | +334.7% | +33.6% | +301.1% | +268.2% |
| All | +253.5% | +225.3% | +28.2% | +92.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling