+225.9%
VIK vs EXEL
+169.5%
+56.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.6% | -3.7% |
| 7D | -0.8% | -0.3% | -0.5% | -0.8% |
| 30D | -18.0% | +10.1% | -28.2% | -19.9% |
| 3M | -5.8% | +10.1% | -15.9% | -8.1% |
| 6M | +17.2% | +37.7% | -20.5% | +8.5% |
| YTD | +19.1% | +33.1% | -14.0% | +11.0% |
| 1Y | +33.6% | +52.4% | -18.7% | +20.9% |
| All | +225.9% | +169.5% | +56.4% | +181.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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