+62.3%
SLV vs VIK
+32.9%
+29.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.4% | +5.7% | +3.4% |
| 7D | +2.8% | -0.8% | +3.6% | +3.0% |
| 30D | +2.2% | -18.0% | +20.2% | +8.6% |
| 3M | +2.9% | -5.8% | +8.7% | +3.3% |
| 6M | -22.4% | +17.2% | -39.6% | -28.5% |
| YTD | -5.7% | +19.1% | -24.9% | -12.8% |
| All | +62.3% | +32.9% | +29.4% | +46.3% |
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