-32.0%
VST vs VIK
+54.3%
-86.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.5% | +9.0% | +10.3% |
| 7D | -9.8% | 0.0% | -9.8% | -9.8% |
| 30D | -25.1% | +7.7% | -32.8% | -26.3% |
| 3M | -11.6% | -17.6% | +6.0% | -8.2% |
| 6M | -20.9% | +1.7% | -22.6% | -22.0% |
| YTD | -22.3% | +22.5% | -44.8% | -26.7% |
| 1Y | -32.0% | +52.6% | -84.7% | -35.3% |
| All | -32.0% | +54.3% | -86.3% | -35.3% |
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