+225.7%
VIK vs NTR
+59.9%
+165.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.2% |
| 7D | -0.9% | -1.3% | +0.4% | -0.9% |
| 30D | -18.4% | +16.8% | -35.2% | -18.3% |
| 3M | -8.8% | +20.7% | -29.5% | -8.8% |
| 6M | +17.1% | +0.5% | +16.6% | +18.1% |
| YTD | +19.0% | +29.2% | -10.1% | +14.2% |
| 1Y | +30.1% | +39.6% | -9.4% | +22.1% |
| All | +225.7% | +59.9% | +165.8% | +186.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling