+244.3%
VIK vs EXEL
+218.9%
+25.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.4% |
| 7D | +2.7% | -0.8% | +3.6% | +2.9% |
| 30D | +8.8% | +13.1% | -4.3% | +6.0% |
| 3M | -15.3% | +36.3% | -51.6% | -21.0% |
| 6M | +9.4% | +34.5% | -25.2% | +2.1% |
| YTD | +25.9% | +57.4% | -31.6% | +13.0% |
| 1Y | +51.0% | +62.9% | -11.9% | +34.6% |
| All | +244.3% | +218.9% | +25.5% | +186.3% |
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