+30.1%
VIK vs DGX
+32.7%
-2.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +1.0% |
| 7D | -0.9% | -0.9% | 0.0% | -0.8% |
| 30D | -18.4% | -1.2% | -17.3% | -18.3% |
| 3M | -8.8% | +15.8% | -24.5% | -10.6% |
| 6M | +17.1% | +18.2% | -1.0% | +14.1% |
| YTD | +19.0% | +37.2% | -18.2% | +11.2% |
| 1Y | +30.1% | +30.4% | -0.2% | +23.6% |
| All | +30.1% | +32.7% | -2.5% | +23.6% |
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