+30.1%
VIK vs BUD
+34.7%
-4.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.4% | +0.9% |
| 7D | -0.9% | -2.6% | +1.7% | +0.3% |
| 30D | -18.4% | -1.2% | -17.2% | -18.0% |
| 3M | -8.8% | -4.9% | -3.9% | -7.0% |
| 6M | +17.1% | +9.3% | +7.9% | +9.6% |
| YTD | +19.0% | +24.0% | -4.9% | +7.7% |
| 1Y | +30.1% | +34.5% | -4.4% | +16.4% |
| All | +30.1% | +34.7% | -4.6% | +16.4% |
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