+36.0%
VIK vs DGX
+33.7%
+2.4%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.4% |
| 7D | -3.0% | -2.3% | -0.7% | -2.7% |
| 30D | -20.7% | +0.6% | -21.3% | -20.8% |
| 3M | -4.6% | +21.4% | -26.1% | -7.5% |
| 6M | +14.0% | +14.7% | -0.7% | +11.5% |
| YTD | +20.2% | +38.4% | -18.3% | +11.6% |
| 1Y | +36.0% | +34.0% | +2.0% | +27.3% |
| All | +36.0% | +33.7% | +2.4% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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