+228.8%
VIK vs IBN
+12.6%
+216.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.6% |
| 7D | -3.0% | +1.4% | -4.4% | -3.7% |
| 30D | -20.7% | -0.3% | -20.4% | -20.6% |
| 3M | -4.6% | +17.1% | -21.8% | -12.1% |
| 6M | +14.0% | +3.4% | +10.6% | +10.3% |
| YTD | +20.2% | +2.5% | +17.6% | +16.8% |
| 1Y | +36.0% | -4.2% | +40.2% | +34.4% |
| All | +228.8% | +12.6% | +216.2% | +219.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling