+225.7%
VIK vs WSM
+63.8%
+161.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +0.8% |
| 7D | -0.9% | -0.5% | -0.4% | -0.7% |
| 30D | -18.4% | -7.7% | -10.7% | -15.9% |
| 3M | -8.8% | +3.8% | -12.5% | -10.4% |
| 6M | +17.1% | +22.7% | -5.5% | +8.1% |
| YTD | +19.0% | +28.0% | -9.0% | +8.4% |
| 1Y | +30.1% | +12.7% | +17.4% | +23.1% |
| All | +225.7% | +63.8% | +161.9% | +177.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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