+59.7%
VIK vs ADVB
-76.7%
+136.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.5% | +10.8% | +6.1% |
| 7D | +5.4% | -29.5% | +34.9% | +4.9% |
| 30D | +12.5% | -66.9% | +79.4% | +10.9% |
| 3M | -15.2% | -73.7% | +58.5% | -16.5% |
| 6M | +15.4% | -64.8% | +80.1% | +14.9% |
| YTD | +27.7% | -64.0% | +91.7% | +29.4% |
| 1Y | +59.7% | -77.0% | +136.7% | +64.6% |
| All | +59.7% | -76.7% | +136.4% | +64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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