-48.2%
INTU vs VIK
+221.3%
-269.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.9% | -0.2% |
| 7D | -9.2% | -1.8% | -7.3% | -8.9% |
| 30D | -7.0% | -17.3% | +10.2% | -4.2% |
| 3M | +10.5% | -5.1% | +15.6% | +10.8% |
| 6M | -30.6% | +16.2% | -46.8% | -34.0% |
| YTD | -52.3% | +17.6% | -70.0% | -55.0% |
| 1Y | -51.8% | +33.5% | -85.3% | -56.3% |
| All | -48.2% | +221.3% | -269.4% | -58.8% |
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 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