+244.3%
VIK vs IAG
+381.1%
-136.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | +0.1% | +1.0% |
| 7D | +2.7% | -7.7% | +10.4% | +3.7% |
| 30D | +8.8% | +1.6% | +7.2% | +8.3% |
| 3M | -15.3% | -2.4% | -12.9% | -15.6% |
| 6M | +9.4% | -7.8% | +17.2% | +9.0% |
| YTD | +25.9% | +5.0% | +20.8% | +22.1% |
| 1Y | +51.0% | +25.7% | +25.3% | +43.3% |
| All | +244.3% | +381.1% | -136.8% | +178.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling