-24.0%
WDAY vs VIK
+225.3%
-249.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | +0.6% |
| 7D | -7.4% | -0.8% | -6.6% | -7.3% |
| 30D | +1.0% | -18.0% | +19.1% | +5.0% |
| 3M | +32.7% | -5.8% | +38.5% | +33.5% |
| 6M | +25.6% | +17.2% | +8.4% | +17.9% |
| YTD | -13.4% | +19.1% | -32.5% | -19.4% |
| 1Y | -19.4% | +33.6% | -53.0% | -28.0% |
| All | -24.0% | +225.3% | -249.4% | -42.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling