+225.9%
VIK vs BB
+178.8%
+47.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -3.1% |
| 7D | -0.8% | +1.8% | -2.6% | -1.1% |
| 30D | -18.0% | -12.2% | -5.8% | -16.1% |
| 3M | -5.8% | -12.3% | +6.5% | -4.8% |
| 6M | +17.2% | +122.7% | -105.5% | -6.1% |
| YTD | +19.1% | +104.5% | -85.4% | -2.7% |
| 1Y | +33.6% | +106.7% | -73.0% | +6.9% |
| All | +225.9% | +178.8% | +47.2% | +129.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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