+225.9%
VIK vs DRI
+47.6%
+178.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.8% | -2.7% |
| 7D | -0.8% | -4.8% | +4.0% | +1.3% |
| 30D | -18.0% | -3.9% | -14.1% | -16.9% |
| 3M | -5.8% | +5.1% | -10.9% | -8.6% |
| 6M | +17.2% | +5.5% | +11.7% | +13.4% |
| YTD | +19.1% | +16.5% | +2.7% | +10.0% |
| 1Y | +33.6% | +2.0% | +31.6% | +30.5% |
| All | +225.9% | +47.6% | +178.4% | +184.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling