+225.9%
VIK vs GEN
+54.4%
+171.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.4% |
| 7D | -0.8% | -2.9% | +2.1% | +0.2% |
| 30D | -18.0% | +2.1% | -20.1% | -18.8% |
| 3M | -5.8% | +19.7% | -25.5% | -12.5% |
| 6M | +17.2% | +33.3% | -16.1% | +3.1% |
| YTD | +19.1% | +11.1% | +8.0% | +15.1% |
| 1Y | +33.6% | +3.0% | +30.6% | +34.8% |
| All | +225.9% | +54.4% | +171.6% | +209.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling