+225.7%
VIK vs UUUU
+136.3%
+89.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.0% | +6.2% | +1.8% |
| 7D | -0.9% | -10.5% | +9.6% | +0.3% |
| 30D | -18.4% | -10.5% | -7.9% | -17.6% |
| 3M | -8.8% | -14.1% | +5.4% | -7.8% |
| 6M | +17.1% | -35.5% | +52.6% | +21.3% |
| YTD | +19.0% | -10.9% | +30.0% | +15.6% |
| 1Y | +30.1% | +3.4% | +26.8% | +20.4% |
| All | +225.7% | +136.3% | +89.4% | +134.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling