+225.7%
VIK vs IBN
+9.2%
+216.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.9% | -0.7% | +0.3% |
| 7D | -0.9% | -3.0% | +2.1% | +0.5% |
| 30D | -18.4% | -1.5% | -16.9% | -17.9% |
| 3M | -8.8% | +7.9% | -16.7% | -12.4% |
| 6M | +17.1% | +8.6% | +8.5% | +11.9% |
| YTD | +19.0% | -0.6% | +19.6% | +17.4% |
| 1Y | +30.1% | -7.3% | +37.5% | +30.6% |
| All | +225.7% | +9.2% | +216.5% | +221.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling