+33.5%
VIK vs TECH
+34.5%
-1.0%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | -1.8% | -0.5% | -1.3% | -1.8% |
| 30D | -17.3% | 0.0% | -17.3% | -17.3% |
| 3M | -5.1% | +37.4% | -42.5% | -10.5% |
| 6M | +16.2% | +36.9% | -20.7% | +7.8% |
| YTD | +17.6% | +23.1% | -5.4% | +11.8% |
| 1Y | +33.5% | +42.2% | -8.7% | +22.8% |
| All | +33.5% | +34.5% | -1.0% | +22.8% |
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