+221.9%
VIK vs NWSA
+26.2%
+195.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.5% | -0.8% |
| 7D | -1.8% | -4.8% | +2.9% | +0.9% |
| 30D | -17.3% | +3.0% | -20.2% | -18.8% |
| 3M | -5.1% | +9.3% | -14.4% | -11.0% |
| 6M | +16.2% | +23.2% | -7.0% | -0.2% |
| YTD | +17.6% | +13.3% | +4.3% | +6.8% |
| 1Y | +33.5% | +2.9% | +30.6% | +31.2% |
| All | +221.9% | +26.2% | +195.7% | +162.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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