+228.8%
VIK vs TECH
+4.0%
+224.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -3.0% | +0.1% | -3.2% | -3.1% |
| 30D | -20.7% | +0.7% | -21.4% | -20.9% |
| 3M | -4.6% | +36.3% | -41.0% | -12.6% |
| 6M | +14.0% | +25.6% | -11.6% | +5.7% |
| YTD | +20.2% | +23.7% | -3.5% | +11.4% |
| 1Y | +36.0% | +37.6% | -1.6% | +20.9% |
| All | +228.8% | +4.0% | +224.7% | +208.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling