+225.9%
VIK vs A
+7.7%
+218.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.4% | -2.0% | -2.8% |
| 7D | -0.8% | -4.4% | +3.6% | +1.0% |
| 30D | -18.0% | -2.7% | -15.4% | -17.4% |
| 3M | -5.8% | +7.0% | -12.9% | -9.1% |
| 6M | +17.2% | +24.6% | -7.5% | +4.9% |
| YTD | +19.1% | +7.0% | +12.1% | +14.0% |
| 1Y | +33.6% | +15.6% | +18.1% | +23.3% |
| All | +225.9% | +7.7% | +218.2% | +190.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling