+228.8%
VIK vs FND
-54.4%
+283.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.5% | -0.3% |
| 7D | -3.0% | -5.2% | +2.2% | -1.3% |
| 30D | -20.7% | -19.9% | -0.9% | -14.7% |
| 3M | -4.6% | +2.7% | -7.4% | -7.3% |
| 6M | +14.0% | -21.7% | +35.7% | +21.6% |
| YTD | +20.2% | -17.5% | +37.7% | +25.1% |
| 1Y | +36.0% | -39.3% | +75.3% | +56.1% |
| All | +228.8% | -54.4% | +283.2% | +283.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling