+113.2%
WDC vs VIK
+55.4%
+57.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +6.2% | -13.0% | -10.2% |
| 7D | -18.3% | +5.4% | -23.7% | -20.9% |
| 30D | -26.7% | +12.5% | -39.2% | -31.6% |
| 3M | -40.9% | -15.2% | -25.7% | -34.8% |
| 6M | -26.8% | +15.4% | -42.1% | -33.4% |
| YTD | +88.2% | +27.7% | +60.5% | +59.1% |
| 1Y | +113.2% | +59.7% | +53.5% | +76.6% |
| All | +113.2% | +55.4% | +57.7% | +76.6% |
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