+28.6%
UNP vs VIK
+221.3%
-192.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.6% |
| 7D | -1.2% | -1.8% | +0.7% | -0.8% |
| 30D | -2.0% | -17.3% | +15.3% | +1.7% |
| 3M | +7.5% | -5.1% | +12.6% | +8.0% |
| 6M | +15.3% | +16.2% | -0.9% | +10.4% |
| YTD | +25.4% | +17.6% | +7.8% | +19.3% |
| 1Y | +35.6% | +33.5% | +2.1% | +24.9% |
| All | +28.6% | +221.3% | -192.7% | -1.8% |
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