+59.7%
VIK vs SPXS
-30.2%
+89.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.9% | +11.1% | +3.3% |
| 7D | +5.4% | +2.2% | +3.2% | +7.0% |
| 30D | +12.5% | +3.8% | +8.7% | +15.5% |
| 3M | -15.2% | +3.3% | -18.5% | -12.7% |
| 6M | +15.4% | -16.7% | +32.0% | +4.2% |
| YTD | +27.7% | -28.5% | +56.2% | +4.8% |
| 1Y | +59.7% | -30.4% | +90.2% | +30.6% |
| All | +59.7% | -30.2% | +89.9% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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