+228.8%
VIK vs Z
-18.8%
+247.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.9% |
| 7D | -3.0% | -3.0% | 0.0% | -2.3% |
| 30D | -20.7% | -4.2% | -16.6% | -20.1% |
| 3M | -4.6% | -3.7% | -0.9% | -4.5% |
| 6M | +14.0% | -24.5% | +38.5% | +22.9% |
| YTD | +20.2% | -49.3% | +69.5% | +44.5% |
| 1Y | +36.0% | -58.7% | +94.7% | +72.6% |
| All | +228.8% | -18.8% | +247.6% | +263.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling