+59.7%
VIK vs TECH
+19.5%
+40.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.1% | +6.1% | +6.2% |
| 7D | +5.4% | +0.1% | +5.3% | +5.4% |
| 30D | +12.5% | +0.2% | +12.3% | +12.5% |
| 3M | -15.2% | +1.0% | -16.2% | -15.3% |
| 6M | +15.4% | +33.3% | -17.9% | +8.0% |
| YTD | +27.7% | +24.2% | +3.5% | +19.6% |
| 1Y | +59.7% | +19.7% | +40.0% | +52.0% |
| All | +59.7% | +19.5% | +40.2% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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