+63.4%
NDAQ vs VIK
+236.8%
-173.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -2.5% |
| 7D | -2.6% | +3.6% | -6.2% | -3.3% |
| 30D | +0.5% | -16.7% | +17.2% | +4.4% |
| 3M | +9.9% | -1.1% | +11.0% | +9.6% |
| 6M | +8.2% | +27.8% | -19.6% | +0.5% |
| YTD | -1.5% | +23.3% | -24.8% | -7.8% |
| 1Y | +1.3% | +38.2% | -36.9% | -8.2% |
| All | +63.4% | +236.8% | -173.4% | +27.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling