+161.5%
WELL vs VIK
+225.3%
-63.8%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.3% |
| 7D | -1.1% | -0.8% | -0.3% | -1.1% |
| 30D | +0.7% | -18.0% | +18.8% | +2.3% |
| 3M | +14.5% | -5.8% | +20.3% | +14.9% |
| 6M | +14.4% | +17.2% | -2.8% | +12.3% |
| YTD | +28.5% | +19.1% | +9.3% | +25.6% |
| 1Y | +41.8% | +33.6% | +8.1% | +36.9% |
| All | +161.5% | +225.3% | -63.8% | +136.4% |
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 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