+245.1%
VIK vs A
+31.9%
+213.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +2.5% |
| 7D | -1.2% | -0.1% | -1.1% | -1.2% |
| 30D | +11.5% | +3.3% | +8.2% | +10.1% |
| 3M | -11.3% | +18.5% | -29.9% | -17.5% |
| 6M | +11.3% | +59.3% | -48.0% | -10.2% |
| YTD | +26.1% | +31.0% | -4.9% | +11.2% |
| 1Y | +50.0% | +19.3% | +30.7% | +37.9% |
| All | +245.1% | +31.9% | +213.1% | +183.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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