+221.9%
VIK vs IAG
+458.1%
-236.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +0.9% | -1.0% |
| 7D | -1.8% | -4.1% | +2.2% | -1.4% |
| 30D | -17.3% | +10.6% | -27.9% | -18.5% |
| 3M | -5.1% | +35.4% | -40.4% | -9.4% |
| 6M | +16.2% | -9.5% | +25.7% | +15.7% |
| YTD | +17.6% | +21.8% | -4.2% | +12.6% |
| 1Y | +33.5% | +84.1% | -50.6% | +21.2% |
| All | +221.9% | +458.1% | -236.2% | +156.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling