-17.9%
PYPL vs VIK
+31.2%
-49.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +2.4% |
| 7D | -5.9% | -1.8% | -4.1% | -5.7% |
| 30D | -9.4% | -17.3% | +7.9% | -7.1% |
| 3M | +31.3% | -5.1% | +36.4% | +31.1% |
| 6M | +19.1% | +16.2% | +2.9% | +13.1% |
| YTD | -7.9% | +17.6% | -25.5% | -12.6% |
| 1Y | -17.9% | +33.5% | -51.4% | -23.6% |
| All | -17.9% | +31.2% | -49.1% | -23.6% |
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