+104.5%
TEVA vs VIK
+55.4%
+49.1%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.2% | -6.4% | -1.4% |
| 7D | +4.7% | +5.4% | -0.7% | +3.6% |
| 30D | +5.5% | +12.5% | -7.0% | +3.0% |
| 3M | +21.6% | -15.2% | +36.8% | +25.2% |
| 6M | +18.4% | +15.4% | +3.0% | +12.9% |
| YTD | +34.1% | +27.7% | +6.4% | +24.1% |
| 1Y | +104.5% | +59.7% | +44.8% | +93.1% |
| All | +104.5% | +55.4% | +49.1% | +93.1% |
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