+172.6%
TE vs VIK
+221.3%
-48.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.5% | -6.0% |
| 7D | +0.9% | -1.8% | +2.7% | +2.2% |
| 30D | -16.3% | -17.3% | +1.0% | -7.1% |
| 3M | -40.8% | -5.1% | -35.7% | -39.3% |
| 6M | -42.6% | +16.2% | -58.8% | -48.5% |
| YTD | -31.4% | +17.6% | -49.1% | -39.5% |
| 1Y | +144.9% | +33.5% | +111.4% | +95.8% |
| All | +172.6% | +221.3% | -48.6% | +29.3% |
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 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