+225.9%
VIK vs NTR
+64.6%
+161.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.5% | -3.4% |
| 7D | -0.8% | +0.5% | -1.3% | -0.8% |
| 30D | -18.0% | +21.7% | -39.8% | -18.0% |
| 3M | -5.8% | +22.8% | -28.6% | -5.7% |
| 6M | +17.2% | +8.2% | +8.9% | +17.3% |
| YTD | +19.1% | +32.9% | -13.8% | +14.2% |
| 1Y | +33.6% | +45.3% | -11.7% | +25.0% |
| All | +225.9% | +64.6% | +161.4% | +186.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling