+225.7%
VIK vs ITOT
+55.7%
+170.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | -0.1% |
| 7D | -0.9% | -0.9% | 0.0% | +0.5% |
| 30D | -18.4% | -1.5% | -17.0% | -16.5% |
| 3M | -8.8% | +3.6% | -12.3% | -13.9% |
| 6M | +17.1% | +13.7% | +3.4% | -4.3% |
| YTD | +19.0% | +12.9% | +6.1% | -1.4% |
| 1Y | +30.1% | +17.2% | +13.0% | +1.7% |
| All | +225.7% | +55.7% | +170.0% | +66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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