+4.0%
TEAM vs VIK
+225.1%
-221.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.3% |
| 7D | -5.2% | -0.9% | -4.3% | -5.0% |
| 30D | +15.8% | -18.4% | +34.2% | +23.2% |
| 3M | +101.5% | -8.8% | +110.2% | +105.3% |
| 6M | +138.2% | +17.1% | +121.0% | +114.9% |
| YTD | +10.8% | +19.0% | -8.2% | -1.6% |
| 1Y | +1.7% | +30.1% | -28.5% | -14.3% |
| All | +4.0% | +225.1% | -221.1% | -32.4% |
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