+76.8%
WAB vs VIK
+225.3%
-148.5%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | -0.2% |
| 7D | +0.2% | -0.8% | +1.0% | +0.5% |
| 30D | -4.6% | -18.0% | +13.5% | +1.9% |
| 3M | +5.6% | -5.8% | +11.4% | +7.2% |
| 6M | +13.8% | +17.2% | -3.4% | +6.0% |
| YTD | +31.9% | +19.1% | +12.7% | +21.3% |
| 1Y | +48.3% | +33.6% | +14.6% | +30.4% |
| All | +76.8% | +225.3% | -148.5% | +22.3% |
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 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