+4.0%
NDAQ vs VIK
+37.7%
-33.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.1% | -1.9% |
| 7D | -2.4% | -3.0% | +0.6% | -2.0% |
| 30D | +2.5% | -20.7% | +23.2% | +6.3% |
| 3M | +9.9% | -4.6% | +14.6% | +10.1% |
| 6M | +9.4% | +14.0% | -4.6% | +5.4% |
| YTD | +0.4% | +20.2% | -19.7% | -4.3% |
| 1Y | +4.0% | +36.0% | -32.0% | -3.4% |
| All | +4.0% | +37.7% | -33.7% | -3.4% |
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 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