+249.3%
VIK vs DOC
+28.1%
+221.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.1% | +3.1% | +5.0% |
| 7D | +5.4% | +8.7% | -3.3% | +2.0% |
| 30D | +12.5% | +7.6% | +4.9% | +9.2% |
| 3M | -15.2% | -5.3% | -9.9% | -13.4% |
| 6M | +15.4% | +27.6% | -12.2% | +3.1% |
| YTD | +27.7% | +32.4% | -4.7% | +12.0% |
| 1Y | +59.7% | +22.9% | +36.9% | +44.8% |
| All | +249.3% | +28.1% | +221.2% | +207.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling