+781.1%
WDC vs VIK
+228.1%
+553.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.3% | +5.6% | +5.7% |
| 7D | +1.7% | -3.0% | +4.8% | +3.4% |
| 30D | -10.0% | -20.7% | +10.8% | +1.7% |
| 3M | -18.8% | -4.6% | -14.1% | -16.5% |
| 6M | +79.0% | +14.0% | +65.0% | +66.1% |
| YTD | +171.6% | +20.2% | +151.4% | +145.6% |
| 1Y | +417.4% | +36.0% | +381.4% | +339.7% |
| All | +781.1% | +228.1% | +553.0% | +470.3% |
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