+59.7%
VIK vs BUD
+38.4%
+21.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.1% | +3.1% | +4.9% |
| 7D | +5.4% | +3.3% | +2.1% | +3.9% |
| 30D | +12.5% | +11.8% | +0.7% | +6.4% |
| 3M | -15.2% | -1.1% | -14.1% | -14.7% |
| 6M | +15.4% | +14.9% | +0.5% | +5.4% |
| YTD | +27.7% | +32.6% | -4.9% | +7.3% |
| 1Y | +59.7% | +37.2% | +22.5% | +31.6% |
| All | +59.7% | +38.4% | +21.4% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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