+59.7%
VIK vs SAN
+23.5%
+36.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.4% | -0.2% | +2.4% |
| 7D | +5.4% | +4.5% | +0.9% | +2.6% |
| 30D | +12.5% | -12.1% | +24.6% | +21.3% |
| 3M | -15.2% | -15.6% | +0.3% | -6.5% |
| 6M | +15.4% | +5.8% | +9.6% | +7.9% |
| YTD | +27.7% | +5.5% | +22.2% | +18.0% |
| 1Y | +59.7% | +23.6% | +36.1% | +34.3% |
| All | +59.7% | +23.5% | +36.3% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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