+225.7%
VIK vs WCN
+0.2%
+225.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | -0.9% | -3.1% | +2.2% | -0.1% |
| 30D | -18.4% | -3.4% | -15.0% | -17.7% |
| 3M | -8.8% | +3.0% | -11.7% | -10.3% |
| 6M | +17.1% | -3.8% | +20.9% | +18.0% |
| YTD | +19.0% | -8.3% | +27.4% | +22.3% |
| 1Y | +30.1% | -9.7% | +39.9% | +34.9% |
| All | +225.7% | +0.2% | +225.5% | +231.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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