+59.7%
VIK vs DGX
+45.0%
+14.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.5% | +2.7% | +5.5% |
| 7D | +5.4% | +4.1% | +1.3% | +4.7% |
| 30D | +12.5% | +10.5% | +2.0% | +10.8% |
| 3M | -15.2% | +9.8% | -25.0% | -16.2% |
| 6M | +15.4% | +34.6% | -19.2% | +11.2% |
| YTD | +27.7% | +49.8% | -22.1% | +19.0% |
| 1Y | +59.7% | +46.0% | +13.7% | +50.9% |
| All | +59.7% | +45.0% | +14.8% | +50.9% |
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