+225.7%
VIK vs ARWR
+264.7%
-38.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | -0.9% | -4.0% | +3.1% | -0.2% |
| 30D | -18.4% | -5.0% | -13.4% | -17.7% |
| 3M | -8.8% | +11.3% | -20.1% | -11.2% |
| 6M | +17.1% | +42.6% | -25.5% | +8.8% |
| YTD | +19.0% | +24.8% | -5.7% | +12.8% |
| 1Y | +30.1% | +178.8% | -148.6% | +6.1% |
| All | +225.7% | +264.7% | -38.9% | +134.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling