+87.8%
NUE vs VIK
+55.4%
+32.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +6.2% | -8.3% | -3.5% |
| 7D | -1.4% | +5.4% | -6.8% | -2.7% |
| 30D | +6.6% | +12.5% | -6.0% | +3.4% |
| 3M | -2.0% | -15.2% | +13.2% | +1.9% |
| 6M | +19.2% | +15.4% | +3.9% | +14.6% |
| YTD | +65.6% | +27.7% | +37.9% | +52.2% |
| 1Y | +87.8% | +59.7% | +28.1% | +66.3% |
| All | +87.8% | +55.4% | +32.4% | +66.3% |
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