+225.9%
VIK vs FND
-56.8%
+282.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -3.2% |
| 7D | -0.8% | -0.8% | 0.0% | -0.7% |
| 30D | -18.0% | -19.6% | +1.5% | -11.9% |
| 3M | -5.8% | -4.3% | -1.5% | -6.0% |
| 6M | +17.2% | -20.4% | +37.6% | +24.2% |
| YTD | +19.1% | -21.9% | +41.0% | +26.2% |
| 1Y | +33.6% | -45.2% | +78.8% | +58.9% |
| All | +225.9% | -56.8% | +282.7% | +287.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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