+228.8%
VIK vs VT
+58.4%
+170.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -3.0% | +0.4% | -3.5% | -3.8% |
| 30D | -20.7% | +1.0% | -21.7% | -22.0% |
| 3M | -4.6% | +2.4% | -7.0% | -8.7% |
| 6M | +14.0% | +12.0% | +2.0% | -5.7% |
| YTD | +20.2% | +15.3% | +4.8% | -5.3% |
| 1Y | +36.0% | +22.6% | +13.4% | -3.2% |
| All | +228.8% | +58.4% | +170.4% | +53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling