+234.1%
TER vs VIK
+33.4%
+200.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.4% | +6.5% | +5.5% |
| 7D | +12.4% | -0.8% | +13.2% | +12.9% |
| 30D | +5.1% | -18.0% | +23.2% | +20.1% |
| 3M | +4.0% | -5.8% | +9.8% | +8.9% |
| 6M | +29.5% | +17.2% | +12.4% | +16.6% |
| YTD | +98.5% | +19.1% | +79.3% | +75.8% |
| 1Y | +234.1% | +33.6% | +200.5% | +174.4% |
| All | +234.1% | +33.4% | +200.6% | +174.4% |
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 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