-20.9%
PODD vs VIK
+221.3%
-242.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -2.2% |
| 7D | -10.6% | -1.8% | -8.7% | -10.3% |
| 30D | -6.9% | -17.3% | +10.3% | -4.3% |
| 3M | -10.6% | -5.1% | -5.6% | -10.6% |
| 6M | -43.5% | +16.2% | -59.7% | -46.0% |
| YTD | -52.6% | +17.6% | -70.3% | -55.0% |
| 1Y | -60.1% | +33.5% | -93.6% | -63.2% |
| All | -20.9% | +221.3% | -242.2% | -39.7% |
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 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