+36.0%
VIK vs EFV
+30.7%
+5.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.5% |
| 7D | -3.0% | +1.5% | -4.5% | -5.3% |
| 30D | -20.7% | +1.7% | -22.5% | -22.9% |
| 3M | -4.6% | +8.6% | -13.3% | -16.6% |
| 6M | +14.0% | +11.7% | +2.3% | -5.3% |
| YTD | +20.2% | +19.3% | +0.9% | -8.5% |
| 1Y | +36.0% | +30.2% | +5.8% | -7.9% |
| All | +36.0% | +30.7% | +5.3% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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