+57.4%
VTRS vs VIK
+225.1%
-167.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.5% |
| 7D | -2.2% | -0.9% | -1.3% | -2.0% |
| 30D | +3.3% | -18.4% | +21.7% | +7.5% |
| 3M | +2.0% | -8.8% | +10.8% | +3.5% |
| 6M | +19.9% | +17.1% | +2.8% | +14.7% |
| YTD | +35.7% | +19.0% | +16.7% | +28.7% |
| 1Y | +68.1% | +30.1% | +38.0% | +56.0% |
| All | +57.4% | +225.1% | -167.7% | +18.5% |
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