+225.9%
VIK vs FTV
-0.9%
+226.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.2% | -2.6% |
| 7D | -0.8% | -1.3% | +0.5% | 0.0% |
| 30D | -18.0% | -9.5% | -8.5% | -12.4% |
| 3M | -5.8% | -10.9% | +5.1% | +1.1% |
| 6M | +17.2% | -0.6% | +17.8% | +15.6% |
| YTD | +19.1% | +1.4% | +17.7% | +14.5% |
| 1Y | +33.6% | +17.6% | +16.0% | +12.9% |
| All | +225.9% | -0.9% | +226.8% | +215.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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