+30.1%
VIK vs WU
-9.1%
+39.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +1.1% |
| 7D | -0.9% | -3.5% | +2.5% | -0.7% |
| 30D | -18.4% | -2.9% | -15.5% | -18.2% |
| 3M | -8.8% | -2.3% | -6.5% | -9.4% |
| 6M | +17.1% | -25.4% | +42.5% | +20.4% |
| YTD | +19.0% | -21.2% | +40.2% | +22.0% |
| 1Y | +30.1% | -8.9% | +39.0% | +29.6% |
| All | +30.1% | -9.1% | +39.2% | +29.6% |
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