+244.3%
VIK vs IBN
+28.3%
+216.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +0.9% |
| 7D | +2.7% | +1.9% | +0.9% | +1.8% |
| 30D | +8.8% | +22.1% | -13.3% | -1.5% |
| 3M | -15.3% | +17.1% | -32.4% | -21.8% |
| 6M | +9.4% | +35.5% | -26.2% | -6.3% |
| YTD | +25.9% | +16.8% | +9.0% | +14.5% |
| 1Y | +51.0% | +12.4% | +38.6% | +38.7% |
| All | +244.3% | +28.3% | +216.1% | +213.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling