+59.7%
VIK vs ALC
+4.2%
+55.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.8% | -0.6% | +3.8% |
| 7D | +5.4% | +10.7% | -5.3% | +1.9% |
| 30D | +12.5% | +20.2% | -7.7% | +5.8% |
| 3M | -15.2% | +8.9% | -24.1% | -18.0% |
| 6M | +15.4% | +5.7% | +9.6% | +11.3% |
| YTD | +27.7% | -1.4% | +29.1% | +32.2% |
| 1Y | +59.7% | +4.7% | +55.0% | +58.1% |
| All | +59.7% | +4.2% | +55.5% | +58.1% |
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