+32.9%
WMB vs VIK
+37.7%
-4.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | +0.1% |
| 7D | +0.6% | -3.0% | +3.6% | +0.5% |
| 30D | +3.3% | -20.7% | +24.0% | +2.8% |
| 3M | +3.1% | -4.6% | +7.8% | +2.8% |
| 6M | -0.7% | +14.0% | -14.7% | -1.4% |
| YTD | +25.2% | +20.2% | +5.0% | +23.5% |
| 1Y | +32.9% | +36.0% | -3.1% | +26.7% |
| All | +32.9% | +37.7% | -4.9% | +26.7% |
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