+221.9%
VIK vs XHB
-3.8%
+225.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | +0.3% |
| 7D | -1.8% | -5.2% | +3.4% | +1.7% |
| 30D | -17.3% | -12.1% | -5.1% | -9.9% |
| 3M | -5.1% | -6.2% | +1.2% | -1.8% |
| 6M | +16.2% | -6.7% | +22.9% | +20.9% |
| YTD | +17.6% | -5.5% | +23.1% | +20.9% |
| 1Y | +33.5% | -15.6% | +49.2% | +47.4% |
| All | +221.9% | -3.8% | +225.7% | +215.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling