+150.0%
IVZ vs VIK
+236.8%
-86.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.6% | -4.9% | -3.4% |
| 7D | +1.1% | +3.6% | -2.5% | -0.5% |
| 30D | +3.1% | -16.7% | +19.8% | +11.4% |
| 3M | +18.2% | -1.1% | +19.2% | +17.6% |
| 6M | +38.6% | +27.8% | +10.8% | +20.7% |
| YTD | +25.9% | +23.3% | +2.6% | +11.2% |
| 1Y | +51.7% | +38.2% | +13.5% | +26.3% |
| All | +150.0% | +236.8% | -86.8% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling