-6.1%
VEEV vs VIK
+34.6%
-40.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.6% | +0.5% |
| 7D | -4.6% | -0.9% | -3.7% | -4.6% |
| 30D | +8.6% | -18.4% | +27.1% | +10.6% |
| 3M | +62.4% | -8.8% | +71.2% | +63.2% |
| 6M | +40.3% | +17.1% | +23.1% | +35.8% |
| YTD | +17.5% | +19.0% | -1.5% | +14.1% |
| 1Y | -6.1% | +30.1% | -36.3% | -4.9% |
| All | -6.1% | +34.6% | -40.7% | -4.9% |
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