-16.1%
TMUS vs VIK
+49.5%
-65.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | +0.3% |
| 7D | +9.5% | +2.6% | +6.9% | +9.7% |
| 30D | +13.8% | +7.9% | +5.9% | +14.5% |
| 3M | -4.6% | -15.2% | +10.6% | -6.6% |
| 6M | -11.7% | +6.5% | -18.2% | -10.8% |
| YTD | -15.4% | +23.3% | -38.7% | -12.6% |
| 1Y | -16.1% | +47.7% | -63.8% | -11.0% |
| All | -16.1% | +49.5% | -65.6% | -11.0% |
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