+237.5%
VIK vs COO
-24.0%
+261.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.7% | +5.4% | +3.7% |
| 7D | +3.6% | -2.3% | +5.9% | +4.4% |
| 30D | -16.7% | -8.8% | -7.9% | -14.0% |
| 3M | -1.1% | +1.3% | -2.4% | -2.2% |
| 6M | +27.8% | -11.6% | +39.4% | +33.1% |
| YTD | +23.3% | -17.4% | +40.8% | +31.7% |
| 1Y | +38.2% | -1.6% | +39.8% | +38.8% |
| All | +237.5% | -24.0% | +261.4% | +254.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling