+221.9%
VIK vs AEIS
+190.0%
+31.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | +0.1% |
| 7D | -1.8% | -0.2% | -1.6% | -1.8% |
| 30D | -17.3% | -16.4% | -0.9% | -12.6% |
| 3M | -5.1% | -11.1% | +6.1% | -4.2% |
| 6M | +16.2% | -12.0% | +28.2% | +15.9% |
| YTD | +17.6% | +30.9% | -13.2% | -0.6% |
| 1Y | +33.5% | +74.3% | -40.8% | -2.4% |
| All | +221.9% | +190.0% | +31.8% | +73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling