+47.7%
VIK vs IRE
-98.1%
+145.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -15.8% | +16.8% | +1.7% |
| 7D | +2.6% | -41.9% | +44.5% | +4.1% |
| 30D | +7.9% | -75.1% | +83.0% | +12.7% |
| 3M | -15.2% | -82.4% | +67.2% | -10.7% |
| 6M | +6.5% | -95.5% | +102.1% | +16.4% |
| YTD | +23.3% | -93.1% | +116.4% | +28.1% |
| 1Y | +47.7% | -97.8% | +145.5% | +54.6% |
| All | +47.7% | -98.1% | +145.8% | +54.6% |
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