+30.1%
VIK vs SBAC
-2.5%
+32.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.2% | -1.0% | +1.2% |
| 7D | -0.9% | -2.1% | +1.2% | -0.9% |
| 30D | -18.4% | +2.0% | -20.4% | -18.4% |
| 3M | -8.8% | -8.3% | -0.5% | -8.2% |
| 6M | +17.1% | +0.3% | +16.8% | +19.6% |
| YTD | +19.0% | -2.2% | +21.3% | +21.1% |
| 1Y | +30.1% | -4.6% | +34.8% | +31.6% |
| All | +30.1% | -2.5% | +32.6% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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