+221.9%
VIK vs DGX
+74.3%
+147.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.9% |
| 7D | -1.8% | -3.5% | +1.6% | -1.3% |
| 30D | -17.3% | -2.7% | -14.6% | -16.9% |
| 3M | -5.1% | +13.9% | -18.9% | -7.2% |
| 6M | +16.2% | +16.0% | +0.2% | +13.0% |
| YTD | +17.6% | +34.9% | -17.3% | +10.8% |
| 1Y | +33.5% | +30.6% | +3.0% | +26.8% |
| All | +221.9% | +74.3% | +147.6% | +197.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling