+51.0%
VIK vs ALC
-6.0%
+57.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.2% | -2.1% | 0.0% |
| 7D | +2.7% | -1.1% | +3.8% | +3.1% |
| 30D | +8.8% | +16.0% | -7.2% | +3.6% |
| 3M | -15.3% | +0.8% | -16.1% | -15.5% |
| 6M | +9.4% | +16.8% | -7.5% | +0.9% |
| YTD | +25.9% | -5.5% | +31.3% | +32.7% |
| 1Y | +51.0% | -5.3% | +56.2% | +59.1% |
| All | +51.0% | -6.0% | +57.0% | +59.1% |
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