+225.9%
VIK vs FHN
+76.2%
+149.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.1% | -3.2% |
| 7D | -0.8% | 0.0% | -0.8% | -0.9% |
| 30D | -18.0% | -2.6% | -15.5% | -16.6% |
| 3M | -5.8% | 0.0% | -5.8% | -6.0% |
| 6M | +17.2% | +9.2% | +7.9% | +10.7% |
| YTD | +19.1% | +4.3% | +14.8% | +15.4% |
| 1Y | +33.6% | +10.8% | +22.9% | +23.8% |
| All | +225.9% | +76.2% | +149.7% | +132.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling