+36.0%
VIK vs DOC
+23.9%
+12.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.9% |
| 7D | -3.0% | -1.5% | -1.6% | -2.6% |
| 30D | -20.7% | -4.8% | -16.0% | -19.5% |
| 3M | -4.6% | +6.9% | -11.5% | -7.0% |
| 6M | +14.0% | +20.7% | -6.8% | +6.2% |
| YTD | +20.2% | +34.1% | -14.0% | +8.5% |
| 1Y | +36.0% | +22.6% | +13.4% | +25.6% |
| All | +36.0% | +23.9% | +12.1% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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