+36.0%
VIK vs FHN
+13.2%
+22.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.3% |
| 7D | -3.0% | +1.2% | -4.2% | -3.8% |
| 30D | -20.7% | -4.7% | -16.0% | -18.2% |
| 3M | -4.6% | +3.5% | -8.2% | -7.0% |
| 6M | +14.0% | +7.8% | +6.2% | +8.2% |
| YTD | +20.2% | +5.9% | +14.3% | +14.9% |
| 1Y | +36.0% | +12.5% | +23.5% | +23.5% |
| All | +36.0% | +13.2% | +22.8% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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