+225.7%
VIK vs QSR
+10.7%
+215.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +1.0% |
| 7D | -0.9% | -4.0% | +3.1% | +0.4% |
| 30D | -18.4% | +2.8% | -21.2% | -19.3% |
| 3M | -8.8% | +5.1% | -13.9% | -10.6% |
| 6M | +17.1% | +8.8% | +8.3% | +12.8% |
| YTD | +19.0% | +14.8% | +4.2% | +11.8% |
| 1Y | +30.1% | +25.7% | +4.4% | +17.5% |
| All | +225.7% | +10.7% | +215.0% | +225.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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