+33.5%
VIK vs BAH
-24.1%
+57.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.8% | -6.1% | -1.3% |
| 7D | -1.8% | +2.4% | -4.3% | -1.9% |
| 30D | -17.3% | -2.9% | -14.3% | -17.2% |
| 3M | -5.1% | -1.3% | -3.7% | -4.8% |
| 6M | +16.2% | -0.9% | +17.1% | +16.1% |
| YTD | +17.6% | -8.2% | +25.9% | +16.8% |
| 1Y | +33.5% | -24.0% | +57.5% | +33.0% |
| All | +33.5% | -24.1% | +57.6% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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