+221.9%
VIK vs VO
+40.2%
+181.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | +0.3% |
| 7D | -1.8% | -2.5% | +0.7% | +2.6% |
| 30D | -17.3% | -3.2% | -14.0% | -12.4% |
| 3M | -5.1% | +3.9% | -9.0% | -11.3% |
| 6M | +16.2% | +9.6% | +6.5% | -0.3% |
| YTD | +17.6% | +11.6% | +6.1% | -1.8% |
| 1Y | +33.5% | +12.6% | +20.9% | +9.9% |
| All | +221.9% | +40.2% | +181.7% | +91.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling