+225.9%
VIK vs WY
-19.3%
+245.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.2% |
| 7D | -0.8% | -1.7% | +0.9% | -0.1% |
| 30D | -18.0% | -9.9% | -8.2% | -14.4% |
| 3M | -5.8% | -7.5% | +1.7% | -3.1% |
| 6M | +17.2% | -5.1% | +22.3% | +19.1% |
| YTD | +19.1% | -2.1% | +21.2% | +18.5% |
| 1Y | +33.6% | -7.3% | +41.0% | +36.4% |
| All | +225.9% | -19.3% | +245.3% | +245.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling