-46.7%
INTU vs VIK
+47.3%
-94.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.4% |
| 7D | +0.1% | +2.7% | -2.7% | 0.0% |
| 30D | +10.1% | +8.8% | +1.3% | +10.0% |
| 3M | -4.2% | -15.3% | +11.1% | -4.9% |
| 6M | -7.2% | +9.4% | -16.6% | -7.4% |
| YTD | -47.7% | +25.9% | -73.5% | -47.8% |
| 1Y | -46.7% | +51.0% | -97.7% | -49.5% |
| All | -46.7% | +47.3% | -94.0% | -49.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling