+59.7%
VIK vs BR
-14.2%
+74.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.0% | +3.2% | +6.4% |
| 7D | +5.4% | +7.0% | -1.6% | +5.8% |
| 30D | +12.5% | +19.0% | -6.5% | +14.0% |
| 3M | -15.2% | +13.1% | -28.3% | -14.3% |
| 6M | +15.4% | +24.6% | -9.3% | +17.9% |
| YTD | +27.7% | -13.6% | +41.3% | +33.8% |
| 1Y | +59.7% | -13.1% | +72.8% | +65.0% |
| All | +59.7% | -14.2% | +74.0% | +65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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