+30.1%
VIK vs NYT
+17.8%
+12.3%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.1% |
| 7D | -0.9% | -0.6% | -0.3% | -0.8% |
| 30D | -18.4% | +4.6% | -23.0% | -19.2% |
| 3M | -8.8% | -9.6% | +0.8% | -7.2% |
| 6M | +17.1% | -14.0% | +31.1% | +21.6% |
| YTD | +19.0% | -2.8% | +21.9% | +22.5% |
| 1Y | +30.1% | +15.6% | +14.6% | +30.1% |
| All | +30.1% | +17.8% | +12.3% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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