+221.9%
VIK vs EAT
+300.5%
-78.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.2% |
| 7D | -1.8% | -6.2% | +4.4% | +0.2% |
| 30D | -17.3% | -3.0% | -14.3% | -16.7% |
| 3M | -5.1% | +45.6% | -50.7% | -17.1% |
| 6M | +16.2% | +53.5% | -37.4% | -0.9% |
| YTD | +17.6% | +49.6% | -31.9% | +1.0% |
| 1Y | +33.5% | +38.9% | -5.4% | +16.9% |
| All | +221.9% | +300.5% | -78.7% | +102.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling