+237.5%
VIK vs TECH
+3.9%
+233.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.7% |
| 7D | +3.6% | +0.2% | +3.4% | +3.5% |
| 30D | -16.7% | +0.1% | -16.9% | -16.8% |
| 3M | -1.1% | +37.5% | -38.6% | -9.5% |
| 6M | +27.8% | +34.6% | -6.8% | +15.9% |
| YTD | +23.3% | +23.5% | -0.1% | +14.4% |
| 1Y | +38.2% | +34.4% | +3.8% | +23.9% |
| All | +237.5% | +3.9% | +233.6% | +216.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling