+94.2%
VIK vs ADVB
-97.5%
+191.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.2% | -2.7% | +1.5% |
| 7D | 0.0% | -13.9% | +13.9% | 0.0% |
| 30D | +7.7% | -68.1% | +75.8% | +7.6% |
| 3M | -17.6% | -73.4% | +55.8% | -17.6% |
| 6M | +1.7% | -70.8% | +72.5% | +1.1% |
| YTD | +22.5% | -66.1% | +88.6% | +21.7% |
| 1Y | +52.6% | -77.5% | +130.1% | +53.7% |
| All | +94.2% | -97.5% | +191.7% | +121.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling