+59.7%
VIK vs M
+36.6%
+23.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +7.6% | -1.4% | +3.8% |
| 7D | +5.4% | +8.3% | -2.9% | +2.9% |
| 30D | +12.5% | +14.2% | -1.7% | +7.9% |
| 3M | -15.2% | -1.1% | -14.1% | -15.0% |
| 6M | +15.4% | +36.6% | -21.2% | +1.6% |
| YTD | +27.7% | +19.8% | +7.9% | +17.4% |
| 1Y | +59.7% | +37.2% | +22.5% | +38.0% |
| All | +59.7% | +36.6% | +23.2% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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