+36.0%
VIK vs ZCMD
-99.9%
+135.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.8% | +4.0% | +0.3% |
| 7D | -3.0% | -8.0% | +5.0% | -3.0% |
| 30D | -20.7% | -27.9% | +7.2% | -20.5% |
| 3M | -4.6% | -74.6% | +69.9% | -4.0% |
| 6M | +14.0% | -99.5% | +113.4% | +25.5% |
| YTD | +20.2% | -99.7% | +119.9% | +36.3% |
| 1Y | +36.0% | -99.9% | +135.9% | +57.8% |
| All | +36.0% | -99.9% | +135.9% | +57.8% |
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