+225.7%
VIK vs ZCMD
-99.9%
+325.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -7.1% | +8.3% | +1.2% |
| 7D | -0.9% | -5.4% | +4.5% | -0.9% |
| 30D | -18.4% | -24.8% | +6.4% | -18.3% |
| 3M | -8.8% | -62.8% | +54.0% | -9.0% |
| 6M | +17.1% | -99.5% | +116.7% | +19.8% |
| YTD | +19.0% | -99.8% | +118.8% | +21.6% |
| 1Y | +30.1% | -99.9% | +130.0% | +31.9% |
| All | +225.7% | -99.9% | +325.6% | +230.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling