+36.0%
VIK vs ZYBT
-83.2%
+119.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.3% |
| 7D | -3.0% | -6.9% | +3.9% | -3.0% |
| 30D | -20.7% | -31.8% | +11.0% | -20.7% |
| 3M | -4.6% | +94.0% | -98.6% | -4.3% |
| 6M | +14.0% | +99.0% | -85.0% | +13.1% |
| YTD | +20.2% | +40.0% | -19.8% | +20.5% |
| 1Y | +36.0% | -79.5% | +115.6% | +41.8% |
| All | +36.0% | -83.2% | +119.2% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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