+0.8%
META vs VIK
+55.4%
-54.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.2% | -4.8% | -0.1% |
| 7D | +2.9% | +5.4% | -2.5% | +1.5% |
| 30D | -15.1% | +12.5% | -27.6% | -17.6% |
| 3M | +7.2% | -15.2% | +22.4% | +11.7% |
| 6M | +3.4% | +15.4% | -12.0% | -2.9% |
| YTD | -4.3% | +27.7% | -32.0% | -15.0% |
| 1Y | +0.8% | +59.7% | -59.0% | -13.3% |
| All | +0.8% | +55.4% | -54.7% | -13.3% |
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 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