+245.1%
VIK vs EAT
+274.5%
-29.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.9% | -0.6% | +1.3% |
| 7D | -1.2% | -8.9% | +7.7% | +1.8% |
| 30D | +11.5% | +3.4% | +8.1% | +9.9% |
| 3M | -11.3% | -9.3% | -2.0% | -9.3% |
| 6M | +11.3% | +43.8% | -32.5% | -3.5% |
| YTD | +26.1% | +39.9% | -13.7% | +10.0% |
| 1Y | +50.0% | +89.7% | -39.7% | +17.7% |
| All | +245.1% | +274.5% | -29.4% | +120.3% |
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