+49.3%
VIK vs ESTC
-2.5%
+51.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.0% | -3.3% | -1.4% |
| 7D | +3.2% | +5.8% | -2.6% | +3.0% |
| 30D | +8.2% | -5.6% | +13.8% | +8.3% |
| 3M | -14.7% | +15.4% | -30.1% | -15.0% |
| 6M | +10.3% | +77.8% | -67.5% | +7.9% |
| YTD | +24.5% | +18.1% | +6.4% | +21.4% |
| All | +49.3% | -2.5% | +51.9% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 ESTC 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