+1,137.6%
LITE vs VIK
+234.5%
+903.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.5% | +4.1% | +4.6% |
| 7D | -35.9% | 0.0% | -35.9% | -35.7% |
| 30D | -51.5% | +7.7% | -59.2% | -53.6% |
| 3M | -35.7% | -17.6% | -18.1% | -27.0% |
| 6M | -43.0% | +1.7% | -44.6% | -44.4% |
| YTD | +46.1% | +22.5% | +23.6% | +20.9% |
| 1Y | +124.7% | +52.6% | +72.1% | +57.0% |
| All | +1,137.6% | +234.5% | +903.0% | +466.3% |
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