+225.9%
VIK vs QSR
+10.7%
+215.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.8% | -2.9% |
| 7D | -0.8% | -2.4% | +1.6% | -0.1% |
| 30D | -18.0% | +5.7% | -23.7% | -19.7% |
| 3M | -5.8% | +6.9% | -12.7% | -8.3% |
| 6M | +17.2% | +6.9% | +10.3% | +13.5% |
| YTD | +19.1% | +14.9% | +4.2% | +11.8% |
| 1Y | +33.6% | +29.1% | +4.5% | +19.3% |
| All | +225.9% | +10.7% | +215.2% | +225.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling