+225.9%
VIK vs BNS
+120.6%
+105.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.6% | -2.7% |
| 7D | -0.8% | -1.3% | +0.5% | +0.3% |
| 30D | -18.0% | +4.0% | -22.1% | -21.0% |
| 3M | -5.8% | +13.8% | -19.6% | -17.0% |
| 6M | +17.2% | +32.7% | -15.5% | -10.6% |
| YTD | +19.1% | +27.6% | -8.5% | -6.3% |
| 1Y | +33.6% | +47.4% | -13.8% | -8.3% |
| All | +225.9% | +120.6% | +105.4% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 all: compounded portfolio wealth divided by compounded BNS 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…
all analysis · Full analysis span regression · 6 months rolling