+38.2%
VIK vs FIVE
+65.4%
-27.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.4% |
| 7D | +3.6% | +3.7% | -0.1% | +2.5% |
| 30D | -16.7% | +4.0% | -20.7% | -17.9% |
| 3M | -1.1% | +36.2% | -37.3% | -10.8% |
| 6M | +27.8% | +18.0% | +9.8% | +21.1% |
| YTD | +23.3% | +34.9% | -11.5% | +12.6% |
| 1Y | +38.2% | +67.9% | -29.7% | +19.4% |
| All | +38.2% | +65.4% | -27.2% | +19.4% |
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