+30.1%
VIK vs AEIS
+81.9%
-51.8%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.9% | -3.7% | +0.1% |
| 7D | -0.9% | +2.3% | -3.2% | -1.4% |
| 30D | -18.4% | -14.8% | -3.6% | -15.7% |
| 3M | -8.8% | -15.6% | +6.8% | -6.7% |
| 6M | +17.1% | -8.7% | +25.8% | +16.0% |
| YTD | +19.0% | +37.3% | -18.3% | +10.2% |
| 1Y | +30.1% | +80.3% | -50.2% | +15.0% |
| All | +30.1% | +81.9% | -51.8% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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