+225.9%
VIK vs BBWI
-57.6%
+283.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -6.3% | +2.9% | -1.9% |
| 7D | -0.8% | -4.4% | +3.6% | +0.2% |
| 30D | -18.0% | -7.4% | -10.7% | -16.9% |
| 3M | -5.8% | -2.2% | -3.6% | -6.3% |
| 6M | +17.2% | -16.3% | +33.5% | +20.4% |
| YTD | +19.1% | -9.1% | +28.3% | +19.3% |
| 1Y | +33.6% | -34.5% | +68.2% | +45.4% |
| All | +225.9% | -57.6% | +283.5% | +248.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling