+228.8%
VIK vs AEIS
+197.6%
+31.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.1% | -0.5% |
| 7D | -3.0% | +3.0% | -6.0% | -4.0% |
| 30D | -20.7% | -14.6% | -6.1% | -16.9% |
| 3M | -4.6% | -12.4% | +7.8% | -3.3% |
| 6M | +14.0% | -15.0% | +28.9% | +15.2% |
| YTD | +20.2% | +34.3% | -14.1% | +0.7% |
| 1Y | +36.0% | +87.4% | -51.4% | -3.5% |
| All | +228.8% | +197.6% | +31.1% | +75.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling