+1,335.3%
LITE vs VIK
+239.9%
+1,095.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.3% | -2.7% |
| 7D | +22.6% | +3.2% | +19.4% | +20.2% |
| 30D | -36.8% | +8.2% | -45.0% | -39.7% |
| 3M | -33.0% | -14.7% | -18.3% | -25.8% |
| 6M | -37.1% | +10.3% | -47.3% | -42.0% |
| YTD | +69.5% | +24.5% | +45.0% | +38.8% |
| 1Y | +146.1% | +45.7% | +100.4% | +78.6% |
| All | +1,335.3% | +239.9% | +1,095.4% | +550.4% |
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 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