+237.5%
VIK vs BBWI
-54.7%
+292.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.1% | +5.8% | +3.4% |
| 7D | +3.6% | +1.6% | +2.0% | +3.1% |
| 30D | -16.7% | -6.2% | -10.5% | -15.8% |
| 3M | -1.1% | +4.3% | -5.4% | -3.2% |
| 6M | +27.8% | -7.2% | +35.0% | +28.0% |
| YTD | +23.3% | -3.0% | +26.4% | +21.5% |
| 1Y | +38.2% | -30.8% | +68.9% | +48.4% |
| All | +237.5% | -54.7% | +292.2% | +255.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling