+59.7%
VIK vs NTR
+36.7%
+23.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.0% | +2.2% | +7.2% |
| 7D | +5.4% | +4.3% | +1.1% | +6.5% |
| 30D | +12.5% | +2.6% | +9.9% | +13.2% |
| 3M | -15.2% | +8.5% | -23.7% | -12.9% |
| 6M | +15.4% | -3.3% | +18.7% | +15.8% |
| YTD | +27.7% | +19.6% | +8.1% | +27.1% |
| 1Y | +59.7% | +37.6% | +22.1% | +49.4% |
| All | +59.7% | +36.7% | +23.0% | +49.4% |
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