+80.8%
STLD vs VIK
+39.1%
+41.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.4% | -1.6% |
| 7D | +2.7% | +3.6% | -0.9% | +1.5% |
| 30D | -8.4% | -16.7% | +8.3% | -3.2% |
| 3M | -9.9% | -1.1% | -8.8% | -9.8% |
| 6M | +33.0% | +27.8% | +5.2% | +20.9% |
| YTD | +42.6% | +23.3% | +19.2% | +29.7% |
| 1Y | +80.8% | +38.2% | +42.6% | +57.8% |
| All | +80.8% | +39.1% | +41.6% | +57.8% |
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