+225.7%
VIK vs BG
+29.7%
+196.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.7% | +2.9% | +1.4% |
| 7D | -0.9% | +3.1% | -4.0% | -1.2% |
| 30D | -18.4% | +10.2% | -28.6% | -19.2% |
| 3M | -8.8% | -1.7% | -7.1% | -8.5% |
| 6M | +17.1% | +1.0% | +16.2% | +16.6% |
| YTD | +19.0% | +39.9% | -20.9% | +10.5% |
| 1Y | +30.1% | +53.2% | -23.1% | +17.8% |
| All | +225.7% | +29.7% | +196.0% | +200.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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