-1.1%
META vs VIK
+54.3%
-55.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.4% |
| 7D | -0.8% | 0.0% | -0.8% | -0.8% |
| 30D | -15.4% | +7.7% | -23.1% | -16.9% |
| 3M | +3.5% | -17.6% | +21.1% | +8.6% |
| 6M | -0.3% | +1.7% | -1.9% | -2.6% |
| YTD | -7.3% | +22.5% | -29.8% | -16.8% |
| 1Y | -1.1% | +52.6% | -53.7% | -13.1% |
| All | -1.1% | +54.3% | -55.4% | -13.1% |
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