+225.7%
VIK vs FRSH
-33.6%
+259.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | -0.9% | -6.6% | +5.7% | +0.2% |
| 30D | -18.4% | +2.1% | -20.5% | -19.0% |
| 3M | -8.8% | +29.0% | -37.7% | -13.9% |
| 6M | +17.1% | +48.6% | -31.5% | +6.2% |
| YTD | +19.0% | -2.9% | +22.0% | +18.8% |
| 1Y | +30.1% | -7.9% | +38.0% | +31.3% |
| All | +225.7% | -33.6% | +259.3% | +209.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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