+36.0%
VIK vs NTR
+43.1%
-7.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.8% | -0.1% |
| 7D | -3.0% | +8.1% | -11.1% | -1.3% |
| 30D | -20.7% | +18.8% | -39.5% | -17.5% |
| 3M | -4.6% | +16.2% | -20.9% | -0.8% |
| 6M | +14.0% | +9.8% | +4.2% | +16.5% |
| YTD | +20.2% | +30.9% | -10.7% | +21.0% |
| 1Y | +36.0% | +41.8% | -5.7% | +33.5% |
| All | +36.0% | +43.1% | -7.1% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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