+36.0%
VIK vs LUMN
+42.5%
-6.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.5% |
| 7D | -3.0% | +12.1% | -15.1% | -4.6% |
| 30D | -20.7% | +11.3% | -32.1% | -22.1% |
| 3M | -4.6% | -31.6% | +27.0% | +0.3% |
| 6M | +14.0% | -2.7% | +16.7% | +14.0% |
| YTD | +20.2% | -12.9% | +33.0% | +19.4% |
| 1Y | +36.0% | +36.2% | -0.2% | +27.3% |
| All | +36.0% | +42.5% | -6.5% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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