+221.9%
VIK vs XME
+93.4%
+128.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.7% | +2.5% | +0.5% |
| 7D | -1.8% | -3.0% | +1.2% | -0.4% |
| 30D | -17.3% | -2.6% | -14.7% | -16.5% |
| 3M | -5.1% | +2.2% | -7.2% | -7.0% |
| 6M | +16.2% | +0.7% | +15.5% | +13.5% |
| YTD | +17.6% | +10.9% | +6.7% | +6.9% |
| 1Y | +33.5% | +35.7% | -2.2% | +4.5% |
| All | +221.9% | +93.4% | +128.5% | +74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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