+59.0%
VEA vs VIK
+221.3%
-162.2%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.0% |
| 7D | -2.1% | -1.8% | -0.2% | -1.7% |
| 30D | -1.1% | -17.3% | +16.2% | +2.9% |
| 3M | +5.1% | -5.1% | +10.1% | +5.8% |
| 6M | +9.8% | +16.2% | -6.4% | +5.3% |
| YTD | +15.9% | +17.6% | -1.7% | +10.7% |
| 1Y | +24.6% | +33.5% | -9.0% | +15.6% |
| All | +59.0% | +221.3% | -162.2% | +23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling