+36.0%
VIK vs TDY
+11.8%
+24.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | 0.0% |
| 7D | -3.0% | -1.8% | -1.2% | -2.1% |
| 30D | -20.7% | -10.7% | -10.0% | -15.8% |
| 3M | -4.6% | -1.3% | -3.4% | -4.3% |
| 6M | +14.0% | -10.6% | +24.6% | +19.0% |
| YTD | +20.2% | +19.6% | +0.6% | +10.5% |
| 1Y | +36.0% | +11.6% | +24.4% | +25.5% |
| All | +36.0% | +11.8% | +24.2% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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