+55.7%
VTI vs VIK
+225.3%
-169.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.9% | +0.3% |
| 7D | -0.4% | -0.8% | +0.5% | -0.2% |
| 30D | -1.6% | -18.0% | +16.5% | +3.3% |
| 3M | +3.6% | -5.8% | +9.4% | +4.6% |
| 6M | +13.0% | +17.2% | -4.1% | +6.7% |
| YTD | +12.7% | +19.1% | -6.4% | +5.4% |
| 1Y | +18.4% | +33.6% | -15.3% | +6.5% |
| All | +55.7% | +225.3% | -169.6% | +13.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling