+36.0%
VIK vs XHB
-9.3%
+45.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | -0.4% |
| 7D | -3.0% | -1.3% | -1.7% | -2.1% |
| 30D | -20.7% | -6.9% | -13.9% | -16.7% |
| 3M | -4.6% | -1.3% | -3.4% | -5.1% |
| 6M | +14.0% | -6.8% | +20.8% | +15.7% |
| YTD | +20.2% | +0.7% | +19.4% | +16.7% |
| 1Y | +36.0% | -11.2% | +47.3% | +39.5% |
| All | +36.0% | -9.3% | +45.3% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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