+45.7%
VIK vs IRE
-97.7%
+143.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -13.5% | +12.2% | -0.7% |
| 7D | +3.2% | +11.1% | -8.0% | +2.3% |
| 30D | +8.2% | -75.2% | +83.3% | +12.9% |
| 3M | -14.7% | -86.4% | +71.7% | -9.1% |
| 6M | +10.3% | -94.8% | +105.1% | +19.8% |
| YTD | +24.5% | -93.3% | +117.7% | +29.3% |
| 1Y | +45.7% | -97.5% | +143.2% | +52.3% |
| All | +45.7% | -97.7% | +143.4% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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