+33.5%
VIK vs FHN
+11.4%
+22.1%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -2.0% | -1.7% |
| 7D | -1.8% | -0.8% | -1.0% | -1.3% |
| 30D | -17.3% | -2.6% | -14.6% | -15.7% |
| 3M | -5.1% | +0.8% | -5.9% | -5.8% |
| 6M | +16.2% | +9.2% | +7.0% | +9.5% |
| YTD | +17.6% | +5.1% | +12.5% | +12.9% |
| 1Y | +33.5% | +12.2% | +21.3% | +20.9% |
| All | +33.5% | +11.4% | +22.1% | +20.9% |
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