+148.3%
VLO vs VIK
+31.2%
+117.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -1.2% |
| 7D | +4.0% | -1.8% | +5.8% | +3.6% |
| 30D | +19.0% | -17.3% | +36.3% | +14.3% |
| 3M | +50.0% | -5.1% | +55.0% | +49.3% |
| 6M | +79.1% | +16.2% | +62.9% | +86.0% |
| YTD | +140.3% | +17.6% | +122.6% | +148.5% |
| 1Y | +148.3% | +33.5% | +114.8% | +150.3% |
| All | +148.3% | +31.2% | +117.1% | +150.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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