+230.1%
VIK vs DOC
+27.8%
+202.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.2% | -5.2% | -5.4% |
| 7D | -3.8% | +6.2% | -10.0% | -6.0% |
| 30D | +5.5% | +6.5% | -0.9% | +2.9% |
| 3M | -20.4% | -6.2% | -14.2% | -18.4% |
| 6M | +5.4% | +25.6% | -20.1% | -5.1% |
| YTD | +20.7% | +32.1% | -11.4% | +6.0% |
| 1Y | +50.7% | +20.3% | +30.4% | +38.0% |
| All | +230.1% | +27.8% | +202.4% | +191.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling