+362.7%
STX vs VIK
+32.9%
+329.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.4% | -0.4% |
| 7D | +9.6% | -0.8% | +10.4% | +10.1% |
| 30D | +10.6% | -18.0% | +28.6% | +21.0% |
| 3M | +4.8% | -5.8% | +10.6% | +7.3% |
| 6M | +137.3% | +17.2% | +120.1% | +113.8% |
| YTD | +222.5% | +19.1% | +203.4% | +189.0% |
| All | +362.7% | +32.9% | +329.8% | +291.3% |
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