-43.1%
INTU vs VIK
+243.7%
-286.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.3% |
| 7D | +0.1% | +2.7% | -2.7% | -0.4% |
| 30D | +10.1% | +8.8% | +1.3% | +8.4% |
| 3M | -4.2% | -15.3% | +11.1% | -1.8% |
| 6M | -7.2% | +9.4% | -16.6% | -9.6% |
| YTD | -47.7% | +25.9% | -73.5% | -51.2% |
| 1Y | -46.7% | +51.0% | -97.7% | -52.9% |
| All | -43.1% | +243.7% | -286.8% | -55.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling