+30.1%
VIK vs GFI
+26.4%
+3.7%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.3% | +2.5% | +1.4% |
| 7D | -0.9% | -4.9% | +3.9% | -0.2% |
| 30D | -18.4% | +10.7% | -29.1% | -19.9% |
| 3M | -8.8% | +25.6% | -34.4% | -13.0% |
| 6M | +17.1% | -8.3% | +25.4% | +16.8% |
| YTD | +19.0% | +6.3% | +12.7% | +15.8% |
| 1Y | +30.1% | +22.1% | +8.1% | +22.7% |
| All | +30.1% | +26.4% | +3.7% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 1y: compounded portfolio wealth divided by compounded GFI 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…
1y analysis · Full analysis span regression · 6 months rolling