+225.9%
VIK vs WWD
+111.4%
+114.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.2% |
| 7D | -0.8% | +0.6% | -1.4% | -1.2% |
| 30D | -18.0% | -5.1% | -12.9% | -16.2% |
| 3M | -5.8% | -11.2% | +5.4% | -1.3% |
| 6M | +17.2% | -12.0% | +29.2% | +23.3% |
| YTD | +19.1% | +12.0% | +7.1% | +10.3% |
| 1Y | +33.6% | +42.8% | -9.2% | +7.5% |
| All | +225.9% | +111.4% | +114.5% | +104.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling