+59.7%
VIK vs IBN
+4.2%
+55.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.8% | +2.5% | +3.1% |
| 7D | +5.4% | +8.9% | -3.5% | -1.7% |
| 30D | +12.5% | +12.6% | -0.1% | +1.6% |
| 3M | -15.2% | +3.1% | -18.3% | -17.4% |
| 6M | +15.4% | +20.6% | -5.2% | -4.2% |
| YTD | +27.7% | +5.8% | +21.9% | +18.3% |
| 1Y | +59.7% | +3.7% | +56.1% | +47.7% |
| All | +59.7% | +4.2% | +55.5% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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