+10.3%
SLV vs VIK
+55.4%
-45.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +6.2% | -1.0% | +3.0% |
| 7D | -3.9% | +5.4% | -9.3% | -5.6% |
| 30D | -14.5% | +12.5% | -27.0% | -17.8% |
| 3M | -12.4% | -15.2% | +2.8% | -7.5% |
| 6M | -28.5% | +15.4% | -43.8% | -34.3% |
| YTD | -26.8% | +27.7% | -54.5% | -34.6% |
| 1Y | +10.3% | +59.7% | -49.4% | -2.9% |
| All | +10.3% | +55.4% | -45.1% | -2.9% |
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