+240.5%
VIK vs DRI
+61.9%
+178.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -1.1% |
| 7D | +3.2% | -0.3% | +3.5% | +3.3% |
| 30D | +8.2% | +10.8% | -2.7% | +3.6% |
| 3M | -14.7% | +0.9% | -15.6% | -15.3% |
| 6M | +10.3% | +16.3% | -6.0% | +2.3% |
| YTD | +24.5% | +27.8% | -3.3% | +10.4% |
| 1Y | +45.7% | +33.9% | +11.9% | +26.4% |
| All | +240.5% | +61.9% | +178.6% | +185.1% |
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