+225.7%
VIK vs CHD
-9.8%
+235.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | -0.9% | -4.5% | +3.5% | -0.2% |
| 30D | -18.4% | -6.7% | -11.7% | -17.6% |
| 3M | -8.8% | -2.7% | -6.0% | -8.5% |
| 6M | +17.1% | -4.9% | +22.1% | +17.4% |
| YTD | +19.0% | +13.3% | +5.7% | +17.6% |
| 1Y | +30.1% | +1.0% | +29.1% | +29.6% |
| All | +225.7% | -9.8% | +235.5% | +224.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling