+36.0%
VIK vs ALC
-10.2%
+46.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +1.1% |
| 7D | -3.0% | -2.1% | -0.9% | -2.3% |
| 30D | -20.7% | -0.1% | -20.6% | -21.1% |
| 3M | -4.6% | +5.9% | -10.5% | -8.0% |
| 6M | +14.0% | -15.9% | +29.9% | +24.9% |
| YTD | +20.2% | -10.1% | +30.3% | +27.1% |
| 1Y | +36.0% | -10.2% | +46.2% | +44.9% |
| All | +36.0% | -10.2% | +46.2% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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