+59.7%
VIK vs ACM
-46.6%
+106.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.9% | +3.3% | +5.7% |
| 7D | +5.4% | +9.5% | -4.1% | +3.7% |
| 30D | +12.5% | +14.7% | -2.2% | +9.8% |
| 3M | -15.2% | -9.5% | -5.7% | -13.2% |
| 6M | +15.4% | -18.0% | +33.4% | +21.0% |
| YTD | +27.7% | -27.3% | +54.9% | +37.5% |
| 1Y | +59.7% | -47.0% | +106.7% | +57.6% |
| All | +59.7% | -46.6% | +106.3% | +57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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