+225.7%
VIK vs TECH
+3.6%
+222.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | -0.9% | -0.4% | -0.5% | -0.8% |
| 30D | -18.4% | 0.0% | -18.4% | -18.4% |
| 3M | -8.8% | +33.7% | -42.4% | -15.9% |
| 6M | +17.1% | +34.9% | -17.8% | +6.1% |
| YTD | +19.0% | +23.2% | -4.1% | +10.5% |
| 1Y | +30.1% | +36.3% | -6.2% | +16.2% |
| All | +225.7% | +3.6% | +222.1% | +205.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling