+59.5%
WFC vs VIK
+225.3%
-165.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.4% | +5.4% | +3.0% |
| 7D | +0.4% | -0.8% | +1.3% | +0.6% |
| 30D | +2.5% | -18.0% | +20.5% | +8.6% |
| 3M | +10.0% | -5.8% | +15.8% | +11.1% |
| 6M | +15.1% | +17.2% | -2.1% | +6.6% |
| YTD | -2.2% | +19.1% | -21.3% | -10.3% |
| 1Y | +13.5% | +33.6% | -20.2% | -0.6% |
| All | +59.5% | +225.3% | -165.8% | +10.6% |
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 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