+237.5%
VIK vs BUD
+39.7%
+197.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.8% | +3.4% | +2.8% |
| 7D | +3.6% | +0.8% | +2.8% | +3.4% |
| 30D | -16.7% | -4.8% | -11.9% | -15.7% |
| 3M | -1.1% | +1.4% | -2.4% | -1.6% |
| 6M | +27.8% | +9.9% | +18.0% | +24.3% |
| YTD | +23.3% | +26.3% | -3.0% | +17.5% |
| 1Y | +38.2% | +36.1% | +2.0% | +30.3% |
| All | +237.5% | +39.7% | +197.7% | +209.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling