+245.1%
VIK vs S
+11.6%
+233.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.5% | +0.8% | +1.9% |
| 7D | -1.2% | +1.2% | -2.5% | -1.6% |
| 30D | +11.5% | -7.3% | +18.8% | +13.0% |
| 3M | -11.3% | +5.9% | -17.2% | -13.5% |
| 6M | +11.3% | +45.6% | -34.3% | -1.3% |
| YTD | +26.1% | +58.5% | -32.4% | +7.5% |
| 1Y | +50.0% | +37.6% | +12.4% | +33.2% |
| All | +245.1% | +11.6% | +233.4% | +215.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling