+221.9%
VIK vs FDS
-34.6%
+256.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.8% | +4.6% | -0.6% |
| 7D | -1.8% | -16.0% | +14.2% | +0.1% |
| 30D | -17.3% | -6.7% | -10.5% | -16.8% |
| 3M | -5.1% | +6.0% | -11.0% | -6.4% |
| 6M | +16.2% | +25.1% | -8.9% | +9.5% |
| YTD | +17.6% | -8.1% | +25.8% | +22.7% |
| 1Y | +33.5% | -26.0% | +59.5% | +54.5% |
| All | +221.9% | -34.6% | +256.5% | +319.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded FDS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling