+30.1%
VIK vs TDY
+10.5%
+19.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | 0.0% | +0.5% |
| 7D | -0.9% | -1.1% | +0.2% | -0.3% |
| 30D | -18.4% | -12.0% | -6.4% | -12.7% |
| 3M | -8.8% | -3.2% | -5.6% | -7.4% |
| 6M | +17.1% | -7.9% | +25.0% | +21.0% |
| YTD | +19.0% | +18.2% | +0.8% | +10.9% |
| 1Y | +30.1% | +6.7% | +23.5% | +25.5% |
| All | +30.1% | +10.5% | +19.6% | +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