+237.5%
VIK vs DAR
+58.4%
+179.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.9% | -0.3% | +2.1% |
| 7D | +3.6% | -0.9% | +4.5% | +3.7% |
| 30D | -16.7% | +13.0% | -29.7% | -18.7% |
| 3M | -1.1% | +15.0% | -16.1% | -4.0% |
| 6M | +27.8% | +26.8% | +1.0% | +20.6% |
| YTD | +23.3% | +86.4% | -63.1% | +6.1% |
| 1Y | +38.2% | +115.1% | -76.9% | +13.9% |
| All | +237.5% | +58.4% | +179.0% | +190.1% |
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