+45.7%
VIK vs DAR
+59.8%
-14.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.2% | -3.5% | -1.3% |
| 7D | +3.2% | +9.2% | -6.0% | +3.3% |
| 30D | +8.2% | -12.3% | +20.4% | +7.8% |
| 3M | -14.7% | -12.7% | -2.0% | -14.9% |
| 6M | +10.3% | -12.8% | +23.0% | +11.3% |
| YTD | +24.5% | +53.8% | -29.3% | +14.4% |
| 1Y | +45.7% | +60.3% | -14.5% | +33.2% |
| All | +45.7% | +59.8% | -14.0% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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