+237.5%
VIK vs URA
+71.1%
+166.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.1% | -0.5% | +1.7% |
| 7D | +3.6% | +8.1% | -4.5% | +1.1% |
| 30D | -16.7% | +5.8% | -22.5% | -18.4% |
| 3M | -1.1% | +3.4% | -4.5% | -2.8% |
| 6M | +27.8% | -2.6% | +30.4% | +27.2% |
| YTD | +23.3% | +11.2% | +12.2% | +14.9% |
| 1Y | +38.2% | +19.8% | +18.4% | +21.7% |
| All | +237.5% | +71.1% | +166.4% | +123.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling