+237.5%
VIK vs FTV
+0.4%
+237.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.8% | +3.4% | +3.1% |
| 7D | +3.6% | -0.4% | +4.0% | +3.8% |
| 30D | -16.7% | -8.3% | -8.4% | -11.8% |
| 3M | -1.1% | -7.4% | +6.3% | +3.2% |
| 6M | +27.8% | -1.2% | +29.0% | +26.6% |
| YTD | +23.3% | +2.7% | +20.7% | +17.5% |
| 1Y | +38.2% | +18.4% | +19.7% | +16.4% |
| All | +237.5% | +0.4% | +237.1% | +223.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling