+221.9%
VIK vs WCN
0.0%
+221.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.9% |
| 7D | -1.8% | -4.4% | +2.6% | -0.7% |
| 30D | -17.3% | -4.4% | -12.8% | -16.3% |
| 3M | -5.1% | +0.5% | -5.5% | -5.9% |
| 6M | +16.2% | -3.3% | +19.5% | +16.8% |
| YTD | +17.6% | -8.5% | +26.1% | +21.0% |
| 1Y | +33.5% | -8.9% | +42.4% | +37.7% |
| All | +221.9% | 0.0% | +221.9% | +227.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling