+30.1%
VIK vs BBWI
-31.4%
+61.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.4% | -5.2% | +0.2% |
| 7D | -0.9% | -4.8% | +3.9% | -0.2% |
| 30D | -18.4% | +3.5% | -21.9% | -19.2% |
| 3M | -8.8% | -0.3% | -8.5% | -9.3% |
| 6M | +17.1% | -5.4% | +22.5% | +16.8% |
| YTD | +19.0% | -4.7% | +23.8% | +19.3% |
| 1Y | +30.1% | -30.5% | +60.6% | +31.7% |
| All | +30.1% | -31.4% | +61.5% | +31.7% |
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 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