+59.7%
VIK vs IAG
+56.5%
+3.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +10.2% | -4.0% | +4.7% |
| 7D | +5.4% | +1.1% | +4.3% | +5.1% |
| 30D | +12.5% | -5.3% | +17.8% | +13.0% |
| 3M | -15.2% | +18.0% | -33.2% | -18.5% |
| 6M | +15.4% | +7.1% | +8.2% | +11.8% |
| YTD | +27.7% | +5.9% | +21.7% | +22.1% |
| 1Y | +59.7% | +59.4% | +0.3% | +43.4% |
| All | +59.7% | +56.5% | +3.2% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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