-67.1%
QID vs VIK
+221.3%
-288.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.2% | +3.6% | +1.6% |
| 7D | +2.7% | -1.8% | +4.6% | +1.7% |
| 30D | +3.3% | -17.3% | +20.6% | -7.5% |
| 3M | -5.5% | -5.1% | -0.5% | -7.0% |
| 6M | -28.4% | +16.2% | -44.6% | -17.6% |
| YTD | -26.6% | +17.6% | -44.2% | -13.8% |
| 1Y | -34.1% | +33.5% | -67.6% | -14.9% |
| All | -67.1% | +221.3% | -288.3% | -23.7% |
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