+17.2%
WMB vs VIK
+51.6%
-34.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.3% | -0.1% | +2.3% |
| 7D | +1.6% | -1.2% | +2.8% | +1.5% |
| 30D | -7.1% | +11.5% | -18.6% | -6.5% |
| 3M | -4.0% | -11.3% | +7.3% | -4.5% |
| 6M | -5.7% | +11.3% | -17.0% | -5.5% |
| YTD | +17.2% | +26.1% | -8.9% | +17.6% |
| 1Y | +17.2% | +50.0% | -32.8% | +15.2% |
| All | +17.2% | +51.6% | -34.4% | +15.2% |
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