+237.5%
VIK vs FHN
+76.9%
+160.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.1% | +3.7% | +3.4% |
| 7D | +3.6% | +2.7% | +0.9% | +1.7% |
| 30D | -16.7% | -3.1% | -13.6% | -15.0% |
| 3M | -1.1% | +2.3% | -3.4% | -2.8% |
| 6M | +27.8% | +9.7% | +18.1% | +20.4% |
| YTD | +23.3% | +4.7% | +18.6% | +19.2% |
| 1Y | +38.2% | +13.8% | +24.4% | +25.8% |
| All | +237.5% | +76.9% | +160.6% | +140.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling