+30.1%
VIK vs XHB
-14.9%
+45.0%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | 0.0% |
| 7D | -0.9% | -4.6% | +3.7% | +2.4% |
| 30D | -18.4% | -9.1% | -9.3% | -12.7% |
| 3M | -8.8% | -8.6% | -0.2% | -3.6% |
| 6M | +17.1% | -4.0% | +21.2% | +17.8% |
| YTD | +19.0% | -3.9% | +23.0% | +19.3% |
| 1Y | +30.1% | -16.5% | +46.6% | +35.0% |
| All | +30.1% | -14.9% | +45.0% | +35.0% |
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