+118.9%
VTR vs VIK
+225.1%
-106.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.6% |
| 7D | -0.3% | -0.9% | +0.6% | -0.2% |
| 30D | +1.1% | -18.4% | +19.5% | +2.7% |
| 3M | +7.9% | -8.8% | +16.7% | +8.5% |
| 6M | +6.2% | +17.1% | -11.0% | +4.1% |
| YTD | +17.7% | +19.0% | -1.3% | +15.1% |
| 1Y | +32.9% | +30.1% | +2.8% | +28.7% |
| All | +118.9% | +225.1% | -106.2% | +86.0% |
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