+36.0%
VIK vs EAT
+37.5%
-1.4%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | -3.0% | 0.0% | -3.1% | -3.1% |
| 30D | -20.7% | +1.9% | -22.6% | -21.4% |
| 3M | -4.6% | +68.7% | -73.3% | -19.9% |
| 6M | +14.0% | +66.9% | -52.9% | -3.5% |
| YTD | +20.2% | +60.4% | -40.2% | +3.2% |
| 1Y | +36.0% | +44.0% | -8.0% | +22.0% |
| All | +36.0% | +37.5% | -1.4% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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