+70.8%
NVT vs VIK
+34.6%
+36.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.2% | +3.5% | +4.2% |
| 7D | +4.1% | -0.9% | +5.0% | +4.5% |
| 30D | -5.1% | -18.4% | +13.3% | +2.5% |
| 3M | -1.2% | -8.8% | +7.6% | +2.2% |
| 6M | +46.6% | +17.1% | +29.4% | +35.5% |
| YTD | +60.0% | +19.0% | +40.9% | +46.0% |
| 1Y | +70.8% | +30.1% | +40.6% | +51.7% |
| All | +70.8% | +34.6% | +36.2% | +51.7% |
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