+225.9%
VIK vs BAH
-48.5%
+274.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | -0.8% | -1.3% | +0.5% | -0.7% |
| 30D | -18.0% | -6.6% | -11.4% | -17.7% |
| 3M | -5.8% | -7.2% | +1.3% | -5.4% |
| 6M | +17.2% | -10.0% | +27.2% | +17.8% |
| YTD | +19.1% | -12.5% | +31.6% | +19.5% |
| 1Y | +33.6% | -27.9% | +61.5% | +36.2% |
| All | +225.9% | -48.5% | +274.5% | +232.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling