+225.9%
VIK vs TECH
+3.8%
+222.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.3% | -3.4% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | -18.0% | +0.3% | -18.3% | -18.1% |
| 3M | -5.8% | +32.9% | -38.7% | -13.0% |
| 6M | +17.2% | +32.1% | -14.9% | +6.9% |
| YTD | +19.1% | +23.4% | -4.3% | +10.6% |
| 1Y | +33.6% | +34.1% | -0.4% | +19.9% |
| All | +225.9% | +3.8% | +222.2% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling