+225.9%
VIK vs SBAC
+4.5%
+221.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.4% | -3.4% |
| 7D | -0.8% | +0.2% | -1.0% | -0.8% |
| 30D | -18.0% | +3.9% | -21.9% | -18.1% |
| 3M | -5.8% | -8.2% | +2.4% | -5.4% |
| 6M | +17.2% | -2.8% | +20.0% | +18.1% |
| YTD | +19.1% | -1.5% | +20.7% | +19.9% |
| 1Y | +33.6% | 0.0% | +33.6% | +34.4% |
| All | +225.9% | +4.5% | +221.5% | +203.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling