+59.7%
VIK vs DRI
+34.0%
+25.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.1% | +1.1% | +4.2% |
| 7D | +5.4% | +6.5% | -1.1% | +2.9% |
| 30D | +12.5% | +16.4% | -3.9% | +6.4% |
| 3M | -15.2% | +13.6% | -28.9% | -19.8% |
| 6M | +15.4% | +22.0% | -6.6% | +4.6% |
| YTD | +27.7% | +29.3% | -1.6% | +13.8% |
| 1Y | +59.7% | +32.0% | +27.7% | +40.1% |
| All | +59.7% | +34.0% | +25.7% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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