+240.5%
VIK vs WWD
+107.8%
+132.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.7% | -0.4% |
| 7D | +3.2% | +8.2% | -5.0% | -0.7% |
| 30D | +8.2% | -0.2% | +8.4% | +7.9% |
| 3M | -14.7% | -8.4% | -6.3% | -11.7% |
| 6M | +10.3% | -9.5% | +19.8% | +13.5% |
| YTD | +24.5% | +10.1% | +14.4% | +15.5% |
| 1Y | +45.7% | +21.6% | +24.2% | +27.6% |
| All | +240.5% | +107.8% | +132.7% | +114.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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