-43.4%
INTU vs VIK
+239.9%
-283.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.5% |
| 7D | -4.1% | +3.2% | -7.3% | -4.7% |
| 30D | +12.8% | +8.2% | +4.7% | +11.2% |
| 3M | +2.1% | -14.7% | +16.8% | +4.6% |
| 6M | -11.5% | +10.3% | -21.7% | -13.9% |
| YTD | -47.9% | +24.5% | -72.4% | -51.4% |
| 1Y | -47.7% | +45.7% | -93.4% | -53.4% |
| All | -43.4% | +239.9% | -283.3% | -55.5% |
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