+36.0%
VIK vs BBWI
-34.3%
+70.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.6% | -0.2% |
| 7D | -3.0% | +1.5% | -4.5% | -3.3% |
| 30D | -20.7% | -5.2% | -15.5% | -20.1% |
| 3M | -4.6% | +11.1% | -15.8% | -6.8% |
| 6M | +14.0% | -13.4% | +27.4% | +14.4% |
| YTD | +20.2% | +0.1% | +20.1% | +19.6% |
| 1Y | +36.0% | -36.1% | +72.1% | +36.0% |
| All | +36.0% | -34.3% | +70.3% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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