+225.9%
VIK vs DAR
+59.4%
+166.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.6% | -4.0% | -3.5% |
| 7D | -0.8% | -0.2% | -0.6% | -0.8% |
| 30D | -18.0% | +7.4% | -25.5% | -19.2% |
| 3M | -5.8% | +15.7% | -21.5% | -8.7% |
| 6M | +17.2% | +30.0% | -12.9% | +10.0% |
| YTD | +19.1% | +87.5% | -68.4% | +2.4% |
| 1Y | +33.6% | +113.4% | -79.7% | +10.5% |
| All | +225.9% | +59.4% | +166.6% | +179.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling