+37.3%
IQV vs VIK
+34.6%
+2.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +1.5% |
| 7D | -2.2% | -0.9% | -1.3% | -2.1% |
| 30D | +8.3% | -18.4% | +26.7% | +13.5% |
| 3M | +44.6% | -8.8% | +53.3% | +46.6% |
| 6M | +52.6% | +17.1% | +35.4% | +42.0% |
| YTD | +16.1% | +19.0% | -2.9% | +7.9% |
| 1Y | +37.3% | +30.1% | +7.1% | +25.0% |
| All | +37.3% | +34.6% | +2.7% | +25.0% |
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