+225.9%
VIK vs BUD
+36.7%
+189.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.2% | -1.2% | -2.9% |
| 7D | -0.8% | -1.3% | +0.5% | -0.5% |
| 30D | -18.0% | -6.1% | -11.9% | -16.7% |
| 3M | -5.8% | -3.8% | -2.1% | -5.0% |
| 6M | +17.2% | +8.2% | +9.0% | +14.5% |
| YTD | +19.1% | +23.6% | -4.4% | +14.1% |
| 1Y | +33.6% | +33.4% | +0.2% | +26.7% |
| All | +225.9% | +36.7% | +189.3% | +200.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling