-49.8%
USAR vs VIK
+55.4%
-105.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +6.2% | -12.1% | -8.7% |
| 7D | -21.8% | +5.4% | -27.2% | -23.8% |
| 30D | -39.9% | +12.5% | -52.4% | -43.3% |
| 3M | -52.5% | -15.2% | -37.3% | -49.3% |
| 6M | -67.9% | +15.4% | -83.3% | -70.2% |
| YTD | -31.1% | +27.7% | -58.8% | -37.9% |
| 1Y | -49.8% | +59.7% | -109.6% | -53.9% |
| All | -49.8% | +55.4% | -105.3% | -53.9% |
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