+14.0%
VIK vs IRE
-45.0%
+59.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +14.0% | -13.7% | -0.8% |
| 7D | -3.0% | +54.8% | -57.8% | -6.3% |
| 30D | -20.7% | +18.4% | -39.1% | -22.4% |
| 3M | -4.6% | -66.7% | +62.1% | +2.9% |
| 6M | +14.0% | -52.3% | +66.3% | +9.6% |
| All | +14.0% | -45.0% | +59.0% | +9.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling