+33.6%
VIK vs ACM
-48.7%
+82.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.1% | -0.4% | -2.9% |
| 7D | -0.8% | -3.7% | +2.9% | -0.2% |
| 30D | -18.0% | -12.7% | -5.4% | -15.5% |
| 3M | -5.8% | -9.8% | +4.0% | -3.8% |
| 6M | +17.2% | -31.4% | +48.6% | +27.2% |
| YTD | +19.1% | -32.1% | +51.2% | +30.3% |
| 1Y | +33.6% | -47.8% | +81.4% | +39.6% |
| All | +33.6% | -48.7% | +82.3% | +39.6% |
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