-40.1%
WDC vs VIK
+11.2%
-51.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.1% | -6.1% | -5.6% |
| 7D | +12.1% | +2.7% | +9.3% | +10.5% |
| 30D | -18.8% | +8.8% | -27.6% | -21.2% |
| 3M | -39.3% | -15.3% | -24.0% | -32.2% |
| 6M | -40.1% | +9.4% | -49.5% | -40.4% |
| All | -40.1% | +11.2% | -51.3% | -40.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling