+109.7%
VSH vs VIK
+31.2%
+78.4%
-54.3%
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% | -0.4% |
| 7D | +3.1% | -1.8% | +4.9% | +3.9% |
| 30D | -5.7% | -17.3% | +11.6% | +2.0% |
| 3M | -42.5% | -5.1% | -37.4% | -41.4% |
| 6M | +82.7% | +16.2% | +66.5% | +65.9% |
| YTD | +118.2% | +17.6% | +100.6% | +94.6% |
| 1Y | +109.7% | +33.5% | +76.1% | +73.6% |
| All | +109.7% | +31.2% | +78.4% | +73.6% |
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 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