+59.1%
NUE vs VIK
+225.1%
-166.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +1.2% |
| 7D | -0.6% | -0.9% | +0.3% | -0.4% |
| 30D | -4.6% | -18.4% | +13.9% | +1.9% |
| 3M | -0.3% | -8.8% | +8.4% | +2.3% |
| 6M | +51.9% | +17.1% | +34.7% | +41.7% |
| YTD | +60.0% | +19.0% | +40.9% | +47.5% |
| 1Y | +82.9% | +30.1% | +52.7% | +62.6% |
| All | +59.1% | +225.1% | -166.0% | +8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling