+46.5%
VIK vs IRE
-98.1%
+144.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -14.4% | +15.5% | +1.6% |
| 7D | +2.7% | -31.8% | +34.6% | +4.0% |
| 30D | +8.8% | -71.8% | +80.6% | +12.5% |
| 3M | -15.3% | -88.9% | +73.6% | -9.8% |
| 6M | +9.4% | -95.4% | +104.7% | +17.9% |
| YTD | +25.9% | -94.2% | +120.1% | +32.0% |
| 1Y | +51.0% | -97.1% | +148.1% | +57.6% |
| All | +46.5% | -98.1% | +144.6% | +52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling