+386.0%
WDC vs VIK
+31.2%
+354.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.2% | -3.7% |
| 7D | +4.4% | -1.8% | +6.3% | +5.5% |
| 30D | +5.3% | -17.3% | +22.6% | +17.3% |
| 3M | -5.9% | -5.1% | -0.9% | -2.7% |
| 6M | +73.2% | +16.2% | +57.0% | +56.9% |
| YTD | +167.8% | +17.6% | +150.2% | +142.1% |
| 1Y | +386.0% | +33.5% | +352.5% | +333.1% |
| All | +386.0% | +31.2% | +354.7% | +333.1% |
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