+235.2%
VIK vs URA
+16.5%
+218.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.4% | -2.9% | +0.2% |
| 7D | 0.0% | -4.1% | +4.1% | +1.3% |
| 30D | +7.7% | -19.0% | +26.7% | +14.6% |
| 3M | -17.6% | -25.1% | +7.5% | -10.6% |
| 6M | +1.7% | -44.5% | +46.2% | +20.4% |
| YTD | +22.5% | -24.3% | +46.8% | +27.9% |
| 1Y | +52.6% | -28.1% | +80.8% | +61.6% |
| All | +235.2% | +16.5% | +218.7% | +148.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling