+13.8%
VRT vs VIK
+55.4%
-41.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +6.2% | -19.1% | -15.7% |
| 7D | -15.4% | +5.4% | -20.8% | -17.8% |
| 30D | -19.0% | +12.5% | -31.5% | -23.9% |
| 3M | -23.8% | -15.2% | -8.6% | -17.8% |
| 6M | -37.9% | +15.4% | -53.2% | -42.9% |
| YTD | +27.0% | +27.7% | -0.7% | +8.9% |
| 1Y | +13.8% | +59.7% | -45.9% | -7.9% |
| All | +13.8% | +55.4% | -41.6% | -7.9% |
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