+237.5%
VIK vs Z
-24.0%
+261.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.4% | +9.1% | +4.4% |
| 7D | +3.6% | -3.3% | +6.8% | +4.4% |
| 30D | -16.7% | -3.7% | -13.0% | -16.4% |
| 3M | -1.1% | -7.0% | +5.9% | -0.2% |
| 6M | +27.8% | -29.5% | +57.3% | +40.3% |
| YTD | +23.3% | -52.6% | +75.9% | +50.8% |
| 1Y | +38.2% | -64.0% | +102.2% | +82.5% |
| All | +237.5% | -24.0% | +261.5% | +280.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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