+221.9%
VIK vs BBWI
-58.2%
+280.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.2% | -0.9% |
| 7D | -1.8% | -8.0% | +6.2% | +0.2% |
| 30D | -17.3% | -6.6% | -10.6% | -16.3% |
| 3M | -5.1% | -2.7% | -2.3% | -5.5% |
| 6M | +16.2% | -12.8% | +29.0% | +18.2% |
| YTD | +17.6% | -10.5% | +28.1% | +18.2% |
| 1Y | +33.5% | -35.3% | +68.9% | +45.7% |
| All | +221.9% | -58.2% | +280.1% | +245.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling