-96.5%
NVD vs VIK
+221.3%
-317.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.7% | +3.4% |
| 7D | +9.0% | -1.8% | +10.9% | +7.3% |
| 30D | -5.5% | -17.3% | +11.8% | -19.8% |
| 3M | -24.6% | -5.1% | -19.6% | -26.7% |
| 6M | -42.1% | +16.2% | -58.3% | -28.6% |
| YTD | -44.3% | +17.6% | -62.0% | -29.1% |
| 1Y | -54.2% | +33.5% | -87.7% | -32.4% |
| All | -96.5% | +221.3% | -317.7% | -85.4% |
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 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