-24.7%
SNPS vs VIK
+225.3%
-250.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.7% | +1.6% |
| 7D | -5.5% | -0.8% | -4.7% | -5.2% |
| 30D | -4.5% | -18.0% | +13.6% | +2.6% |
| 3M | -15.5% | -5.8% | -9.7% | -14.4% |
| 6M | -10.1% | +17.2% | -27.2% | -18.2% |
| YTD | -16.3% | +19.1% | -35.4% | -25.1% |
| 1Y | -34.9% | +33.6% | -68.6% | -44.9% |
| All | -24.7% | +225.3% | -250.0% | -51.9% |
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 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