+59.7%
VIK vs S
+36.5%
+23.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.6% | +4.6% | +6.0% |
| 7D | +5.4% | -8.2% | +13.6% | +6.3% |
| 30D | +12.5% | -7.6% | +20.1% | +13.3% |
| 3M | -15.2% | +12.0% | -27.2% | -16.4% |
| 6M | +15.4% | +50.6% | -35.2% | +9.2% |
| YTD | +27.7% | +56.6% | -28.9% | +18.6% |
| 1Y | +59.7% | +39.2% | +20.5% | +51.9% |
| All | +59.7% | +36.5% | +23.2% | +51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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