+59.7%
VIK vs CHD
+30.9%
+28.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.6% | +3.6% | +5.4% |
| 7D | +5.4% | +6.9% | -1.6% | +3.4% |
| 30D | +12.5% | +17.1% | -4.6% | +7.6% |
| 3M | -15.2% | +9.1% | -24.3% | -17.3% |
| 6M | +15.4% | +21.4% | -6.0% | +8.1% |
| YTD | +27.7% | +34.9% | -7.2% | +18.8% |
| 1Y | +59.7% | +31.0% | +28.7% | +52.1% |
| All | +59.7% | +30.9% | +28.8% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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