+33.6%
VIK vs URA
+18.3%
+15.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.1% | -3.1% |
| 7D | -0.8% | +5.7% | -6.5% | -2.0% |
| 30D | -18.0% | +5.6% | -23.6% | -19.1% |
| 3M | -5.8% | +6.2% | -12.0% | -7.4% |
| 6M | +17.2% | -8.2% | +25.4% | +17.6% |
| YTD | +19.1% | +9.7% | +9.5% | +15.5% |
| 1Y | +33.6% | +17.0% | +16.7% | +30.6% |
| All | +33.6% | +18.3% | +15.3% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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