+33.6%
VIK vs COO
-7.1%
+40.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -6.2% | +2.8% | -0.6% |
| 7D | -0.8% | -9.0% | +8.2% | +3.4% |
| 30D | -18.0% | -16.8% | -1.2% | -10.9% |
| 3M | -5.8% | -7.5% | +1.7% | -3.5% |
| 6M | +17.2% | -16.3% | +33.4% | +27.9% |
| YTD | +19.1% | -22.5% | +41.7% | +35.0% |
| 1Y | +33.6% | -7.0% | +40.6% | +39.3% |
| All | +33.6% | -7.1% | +40.7% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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