+59.7%
VIK vs WU
-18.0%
+77.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.4% | +0.8% | +5.5% |
| 7D | +5.4% | +8.2% | -2.8% | +4.4% |
| 30D | +12.5% | +8.0% | +4.5% | +11.4% |
| 3M | -15.2% | -6.6% | -8.6% | -14.9% |
| 6M | +15.4% | -23.3% | +38.6% | +18.9% |
| YTD | +27.7% | -22.4% | +50.1% | +32.7% |
| 1Y | +59.7% | -18.0% | +77.7% | +65.4% |
| All | +59.7% | -18.0% | +77.7% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling