+225.7%
VIK vs SNY
-0.1%
+225.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | -0.9% | -3.3% | +2.4% | -0.3% |
| 30D | -18.4% | -2.2% | -16.3% | -18.1% |
| 3M | -8.8% | -3.0% | -5.7% | -8.4% |
| 6M | +17.1% | +2.7% | +14.4% | +16.9% |
| YTD | +19.0% | -6.8% | +25.9% | +20.1% |
| 1Y | +30.1% | -5.3% | +35.4% | +31.1% |
| All | +225.7% | -0.1% | +225.8% | +239.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 all: compounded portfolio wealth divided by compounded SNY 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…
all analysis · Full analysis span regression · 6 months rolling