+36.0%
VIK vs EXPD
+57.8%
-21.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.1% |
| 7D | -3.0% | -1.1% | -1.9% | -2.8% |
| 30D | -20.7% | +4.1% | -24.8% | -21.3% |
| 3M | -4.6% | +17.9% | -22.5% | -7.5% |
| 6M | +14.0% | +29.2% | -15.2% | +8.4% |
| YTD | +20.2% | +27.4% | -7.2% | +15.3% |
| 1Y | +36.0% | +56.8% | -20.8% | +31.3% |
| All | +36.0% | +57.8% | -21.8% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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