+228.8%
VIK vs BUD
+40.8%
+188.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | -3.0% | +0.3% | -3.3% | -3.1% |
| 30D | -20.7% | -5.7% | -15.1% | -19.6% |
| 3M | -4.6% | +3.1% | -7.8% | -5.6% |
| 6M | +14.0% | +7.9% | +6.1% | +11.0% |
| YTD | +20.2% | +27.3% | -7.2% | +14.3% |
| 1Y | +36.0% | +37.8% | -1.8% | +28.0% |
| All | +228.8% | +40.8% | +188.0% | +201.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling