+59.7%
VIK vs ZYBT
-42.3%
+102.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.2% | +4.0% | +6.2% |
| 7D | +5.4% | -3.5% | +8.9% | +5.4% |
| 30D | +12.5% | +15.1% | -2.6% | +12.5% |
| 3M | -15.2% | +7.0% | -22.2% | -15.2% |
| 6M | +15.4% | +37.7% | -22.3% | +17.8% |
| YTD | +27.7% | +19.1% | +8.5% | +31.1% |
| 1Y | +59.7% | -38.3% | +98.0% | +87.9% |
| All | +59.7% | -42.3% | +102.0% | +87.9% |
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