+221.9%
VIK vs INDA
-7.6%
+229.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | -0.1% | -0.2% |
| 7D | -1.8% | -3.6% | +1.8% | +1.6% |
| 30D | -17.3% | -4.0% | -13.3% | -14.1% |
| 3M | -5.1% | +1.7% | -6.8% | -6.7% |
| 6M | +16.2% | -3.6% | +19.8% | +20.0% |
| YTD | +17.6% | -11.0% | +28.6% | +28.8% |
| 1Y | +33.5% | -9.5% | +43.0% | +44.4% |
| All | +221.9% | -7.6% | +229.5% | +246.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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