+237.5%
VIK vs GEN
+54.6%
+182.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.7% | +5.4% | +3.6% |
| 7D | +3.6% | -0.7% | +4.3% | +3.8% |
| 30D | -16.7% | +2.6% | -19.4% | -17.7% |
| 3M | -1.1% | +15.8% | -16.9% | -6.9% |
| 6M | +27.8% | +33.1% | -5.3% | +12.6% |
| YTD | +23.3% | +11.3% | +12.0% | +19.1% |
| 1Y | +38.2% | +1.7% | +36.5% | +40.4% |
| All | +237.5% | +54.6% | +182.8% | +220.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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