+59.7%
VIK vs ZCMD
-99.9%
+159.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.0% | +9.2% | +6.2% |
| 7D | +5.4% | -13.3% | +18.7% | +5.5% |
| 30D | +12.5% | -49.6% | +62.1% | +13.0% |
| 3M | -15.2% | -54.6% | +39.4% | -14.8% |
| 6M | +15.4% | -99.8% | +115.1% | +30.6% |
| YTD | +27.7% | -99.9% | +127.5% | +46.2% |
| 1Y | +59.7% | -99.9% | +159.6% | +95.0% |
| All | +59.7% | -99.9% | +159.6% | +95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 1y: compounded portfolio wealth divided by compounded ZCMD 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…
1y analysis · Full analysis span regression · 6 months rolling