+33.6%
VIK vs TAP
-19.6%
+53.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -3.5% |
| 7D | -0.8% | -5.1% | +4.3% | -1.0% |
| 30D | -18.0% | -8.4% | -9.6% | -18.2% |
| 3M | -5.8% | -3.9% | -1.9% | -6.1% |
| 6M | +17.2% | -14.4% | +31.5% | +16.4% |
| YTD | +19.1% | -14.7% | +33.9% | +18.4% |
| 1Y | +33.6% | -18.7% | +52.3% | +33.0% |
| All | +33.6% | -19.6% | +53.3% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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