+27.5%
WAT vs VIK
+236.8%
-209.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.6% | -4.2% | -2.2% |
| 7D | -0.7% | +3.6% | -4.3% | -1.6% |
| 30D | -1.0% | -16.7% | +15.8% | +3.4% |
| 3M | +10.9% | -1.1% | +12.0% | +10.4% |
| 6M | +33.2% | +27.8% | +5.4% | +23.1% |
| YTD | +6.1% | +23.3% | -17.3% | -1.2% |
| 1Y | +30.2% | +38.2% | -8.0% | +17.7% |
| All | +27.5% | +236.8% | -209.3% | -2.2% |
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