-96.4%
NVD vs VIK
+225.1%
-321.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +1.3% |
| 7D | +10.8% | -0.9% | +11.8% | +9.9% |
| 30D | +0.8% | -18.4% | +19.2% | -15.7% |
| 3M | -20.8% | -8.8% | -12.1% | -26.1% |
| 6M | -41.2% | +17.1% | -58.3% | -26.9% |
| YTD | -44.2% | +19.0% | -63.2% | -28.1% |
| 1Y | -54.2% | +30.1% | -84.3% | -34.5% |
| All | -96.4% | +225.1% | -321.5% | -85.2% |
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 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