+225.9%
VIK vs EAT
+301.7%
-75.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.2% | -0.2% | -2.4% |
| 7D | -0.8% | -6.8% | +6.0% | +1.5% |
| 30D | -18.0% | -5.4% | -12.7% | -16.8% |
| 3M | -5.8% | +42.8% | -48.6% | -17.2% |
| 6M | +17.2% | +56.5% | -39.3% | -0.7% |
| YTD | +19.1% | +50.0% | -30.9% | +2.1% |
| 1Y | +33.6% | +38.3% | -4.6% | +17.2% |
| All | +225.9% | +301.7% | -75.8% | +104.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling