+31.5%
VRTX vs VIK
+236.8%
-205.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.6% | -5.8% | -3.5% |
| 7D | -3.4% | +3.6% | -7.0% | -3.9% |
| 30D | +6.6% | -16.7% | +23.4% | +9.2% |
| 3M | +19.4% | -1.1% | +20.5% | +19.1% |
| 6M | +15.8% | +27.8% | -12.0% | +11.0% |
| YTD | +16.7% | +23.3% | -6.7% | +12.1% |
| 1Y | +33.8% | +38.2% | -4.4% | +26.7% |
| All | +31.5% | +236.8% | -205.3% | +20.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling