+225.9%
VIK vs WU
-35.8%
+261.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.6% | -3.2% |
| 7D | -0.8% | -4.9% | +4.1% | +0.4% |
| 30D | -18.0% | -1.3% | -16.8% | -17.9% |
| 3M | -5.8% | -3.6% | -2.2% | -6.5% |
| 6M | +17.2% | -24.3% | +41.5% | +25.5% |
| YTD | +19.1% | -21.1% | +40.2% | +25.6% |
| 1Y | +33.6% | -10.3% | +43.9% | +33.2% |
| All | +225.9% | -35.8% | +261.7% | +262.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling