+197.2%
VIAV vs VIK
+37.7%
+159.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.3% | +3.4% | +3.5% |
| 7D | -4.6% | -3.0% | -1.6% | -2.8% |
| 30D | -10.4% | -20.7% | +10.4% | +2.4% |
| 3M | -34.5% | -4.6% | -29.8% | -32.5% |
| 6M | +7.0% | +14.0% | -7.0% | -2.2% |
| YTD | +95.6% | +20.2% | +75.5% | +68.9% |
| 1Y | +197.2% | +36.0% | +161.2% | +140.9% |
| All | +197.2% | +37.7% | +159.5% | +140.9% |
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