+36.0%
VIK vs WY
-4.5%
+40.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | 0.0% |
| 7D | -3.0% | -1.7% | -1.3% | -2.5% |
| 30D | -20.7% | -10.1% | -10.6% | -17.9% |
| 3M | -4.6% | -5.1% | +0.5% | -3.2% |
| 6M | +14.0% | -4.8% | +18.8% | +14.4% |
| YTD | +20.2% | -0.2% | +20.4% | +19.0% |
| 1Y | +36.0% | -6.6% | +42.6% | +36.2% |
| All | +36.0% | -4.5% | +40.5% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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