+225.9%
VIK vs WING
-71.3%
+297.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.0% | -4.4% | -3.6% |
| 7D | -0.8% | -2.3% | +1.5% | -0.4% |
| 30D | -18.0% | -5.6% | -12.4% | -17.6% |
| 3M | -5.8% | -22.9% | +17.1% | -1.9% |
| 6M | +17.2% | -50.4% | +67.6% | +34.6% |
| YTD | +19.1% | -53.3% | +72.5% | +37.8% |
| 1Y | +33.6% | -61.2% | +94.9% | +60.9% |
| All | +225.9% | -71.3% | +297.3% | +299.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling