+36.0%
VIK vs HIG
+5.1%
+30.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.4% | +0.7% |
| 7D | -3.0% | +0.3% | -3.3% | -3.1% |
| 30D | -20.7% | -3.2% | -17.5% | -19.8% |
| 3M | -4.6% | +9.1% | -13.8% | -8.8% |
| 6M | +14.0% | -1.8% | +15.8% | +15.0% |
| YTD | +20.2% | +1.8% | +18.4% | +18.3% |
| 1Y | +36.0% | +4.6% | +31.4% | +34.7% |
| All | +36.0% | +5.1% | +30.9% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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