+269.0%
WBD vs VIK
+236.8%
+32.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.6% | -3.1% | -1.5% |
| 7D | -0.7% | +3.6% | -4.3% | -2.0% |
| 30D | +5.0% | -16.7% | +21.7% | +12.1% |
| 3M | +6.2% | -1.1% | +7.3% | +5.5% |
| 6M | +0.6% | +27.8% | -27.2% | -12.4% |
| YTD | -2.4% | +23.3% | -25.8% | -14.7% |
| 1Y | +127.7% | +38.2% | +89.5% | +85.3% |
| All | +269.0% | +236.8% | +32.2% | +91.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling