+229.4%
VRT vs VIK
+236.8%
-7.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.0% | +2.0% |
| 7D | +13.6% | +3.6% | +10.0% | +11.1% |
| 30D | +6.8% | -16.7% | +23.5% | +19.4% |
| 3M | -3.2% | -1.1% | -2.1% | -3.1% |
| 6M | +20.3% | +27.8% | -7.5% | +0.1% |
| YTD | +79.6% | +23.3% | +56.2% | +51.0% |
| 1Y | +139.0% | +38.2% | +100.8% | +83.4% |
| All | +229.4% | +236.8% | -7.4% | +50.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling