+65.4%
T vs VIK
+225.3%
-159.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.7% | -1.8% |
| 7D | -3.1% | -0.8% | -2.3% | -3.1% |
| 30D | +4.6% | -18.0% | +22.6% | +4.5% |
| 3M | +12.2% | -5.8% | +18.0% | +12.1% |
| 6M | -6.5% | +17.2% | -23.6% | -6.7% |
| YTD | +4.9% | +19.1% | -14.2% | +4.3% |
| 1Y | -10.5% | +33.6% | -44.1% | -11.4% |
| All | +65.4% | +225.3% | -159.9% | +58.4% |
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