+225.9%
VIK vs VO
+41.4%
+184.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.6% | -2.0% |
| 7D | -0.8% | -0.6% | -0.2% | +0.2% |
| 30D | -18.0% | -1.9% | -16.1% | -15.3% |
| 3M | -5.8% | +3.3% | -9.1% | -11.0% |
| 6M | +17.2% | +9.7% | +7.5% | +0.4% |
| YTD | +19.1% | +12.6% | +6.5% | -2.2% |
| 1Y | +33.6% | +13.6% | +20.0% | +8.2% |
| All | +225.9% | +41.4% | +184.5% | +90.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling