+59.7%
VIK vs HBM
+47.3%
+12.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.6% | +2.6% | +5.4% |
| 7D | +5.4% | -5.8% | +11.2% | +6.7% |
| 30D | +12.5% | -18.5% | +31.0% | +17.2% |
| 3M | -15.2% | -10.3% | -4.9% | -14.0% |
| 6M | +15.4% | +2.1% | +13.2% | +9.1% |
| YTD | +27.7% | +12.0% | +15.6% | +17.3% |
| 1Y | +59.7% | +49.8% | +10.0% | +37.3% |
| All | +59.7% | +47.3% | +12.4% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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