+6.0%
VWO vs VIK
+55.4%
-49.5%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.2% | -4.5% | +0.3% |
| 7D | -1.3% | +5.4% | -6.7% | -2.5% |
| 30D | -7.1% | +12.5% | -19.7% | -9.6% |
| 3M | -6.1% | -15.2% | +9.1% | -2.7% |
| 6M | -3.9% | +15.4% | -19.2% | -8.0% |
| YTD | +5.0% | +27.7% | -22.7% | -2.2% |
| 1Y | +6.0% | +59.7% | -53.8% | -2.8% |
| All | +6.0% | +55.4% | -49.5% | -2.8% |
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