+83.4%
SPOT vs VIK
+221.3%
-137.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | 0.0% |
| 7D | -6.9% | -1.8% | -5.0% | -6.5% |
| 30D | +4.1% | -17.3% | +21.4% | +8.3% |
| 3M | +3.7% | -5.1% | +8.8% | +3.7% |
| 6M | -1.6% | +16.2% | -17.8% | -7.9% |
| YTD | -10.2% | +17.6% | -27.8% | -16.5% |
| 1Y | -25.9% | +33.5% | -59.4% | -34.2% |
| All | +83.4% | +221.3% | -137.9% | +29.6% |
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 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