+237.4%
VIK vs DAR
+21.7%
+215.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.9% | +1.3% |
| 7D | +2.6% | -3.8% | +6.4% | +3.2% |
| 30D | +7.9% | -14.4% | +22.3% | +10.7% |
| 3M | -15.2% | -17.9% | +2.8% | -12.5% |
| 6M | +6.5% | -18.3% | +24.8% | +9.8% |
| YTD | +23.3% | +43.2% | -19.9% | +10.8% |
| 1Y | +47.7% | +57.7% | -10.0% | +29.3% |
| All | +237.4% | +21.7% | +215.7% | +203.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling