+244.3%
VIK vs SBAC
+6.6%
+237.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +1.1% |
| 7D | +2.7% | +0.6% | +2.1% | +2.7% |
| 30D | +8.8% | +5.5% | +3.3% | +8.7% |
| 3M | -15.3% | +3.1% | -18.4% | -15.4% |
| 6M | +9.4% | -7.0% | +16.4% | +9.7% |
| YTD | +25.9% | +0.5% | +25.4% | +26.5% |
| 1Y | +51.0% | +0.2% | +50.8% | +51.7% |
| All | +244.3% | +6.6% | +237.7% | +219.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling