+33.5%
VIK vs VO
+12.4%
+21.1%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | +0.5% |
| 7D | -1.8% | -2.5% | +0.7% | +3.0% |
| 30D | -17.3% | -3.2% | -14.0% | -11.9% |
| 3M | -5.1% | +3.9% | -9.0% | -12.4% |
| 6M | +16.2% | +9.6% | +6.5% | -3.9% |
| YTD | +17.6% | +11.6% | +6.1% | -5.3% |
| 1Y | +33.5% | +12.6% | +20.9% | +4.3% |
| All | +33.5% | +12.4% | +21.1% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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