+145.2%
TE vs VIK
+34.6%
+110.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.2% |
| 7D | +0.2% | -0.9% | +1.1% | +0.7% |
| 30D | -5.9% | -18.4% | +12.5% | +1.0% |
| 3M | -45.6% | -8.8% | -36.8% | -43.8% |
| 6M | -43.4% | +17.1% | -60.5% | -44.8% |
| YTD | -31.0% | +19.0% | -50.0% | -31.7% |
| 1Y | +145.2% | +30.1% | +115.1% | +126.7% |
| All | +145.2% | +34.6% | +110.6% | +126.7% |
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