+59.7%
VIK vs FIVE
+63.3%
-3.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.7% | -0.5% | +3.9% |
| 7D | +5.4% | +7.5% | -2.1% | +2.8% |
| 30D | +12.5% | +16.7% | -4.2% | +6.8% |
| 3M | -15.2% | +13.4% | -28.6% | -19.3% |
| 6M | +15.4% | +9.0% | +6.3% | +11.8% |
| YTD | +27.7% | +33.8% | -6.1% | +12.5% |
| 1Y | +59.7% | +61.2% | -1.4% | +28.6% |
| All | +59.7% | +63.3% | -3.5% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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