+225.7%
VIK vs WING
-69.6%
+295.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.0% | -4.8% | +0.1% |
| 7D | -0.9% | +7.2% | -8.2% | -2.3% |
| 30D | -18.4% | +4.8% | -23.2% | -19.7% |
| 3M | -8.8% | -23.7% | +14.9% | -4.5% |
| 6M | +17.1% | -43.6% | +60.7% | +30.9% |
| YTD | +19.0% | -50.6% | +69.6% | +36.2% |
| 1Y | +30.1% | -57.0% | +87.2% | +53.2% |
| All | +225.7% | -69.6% | +295.4% | +294.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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