+225.9%
VIK vs XHB
-1.5%
+227.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -2.4% |
| 7D | -0.8% | -1.9% | +1.1% | +0.4% |
| 30D | -18.0% | -8.3% | -9.7% | -13.3% |
| 3M | -5.8% | -7.1% | +1.3% | -1.7% |
| 6M | +17.2% | -5.3% | +22.4% | +20.6% |
| YTD | +19.1% | -3.2% | +22.3% | +20.5% |
| 1Y | +33.6% | -13.9% | +47.5% | +45.5% |
| All | +225.9% | -1.5% | +227.5% | +214.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling