+221.9%
VIK vs SPXS
-72.0%
+293.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -0.3% |
| 7D | -1.8% | +6.4% | -8.2% | +1.5% |
| 30D | -17.3% | +6.0% | -23.3% | -14.5% |
| 3M | -5.1% | -11.6% | +6.6% | -10.2% |
| 6M | +16.2% | -28.7% | +44.9% | +0.3% |
| YTD | +17.6% | -26.3% | +43.9% | +4.3% |
| 1Y | +33.5% | -34.9% | +68.4% | +12.4% |
| All | +221.9% | -72.0% | +293.9% | +101.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling