+7.0%
WMT vs VIK
+37.7%
-30.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.4% | -1.2% |
| 7D | +3.9% | -3.0% | +7.0% | +4.2% |
| 30D | -4.4% | -20.7% | +16.3% | -2.3% |
| 3M | -8.8% | -4.6% | -4.1% | -8.7% |
| 6M | -15.6% | +14.0% | -29.6% | -17.8% |
| YTD | -3.2% | +20.2% | -23.4% | -7.1% |
| 1Y | +7.0% | +36.0% | -29.0% | +0.9% |
| All | +7.0% | +37.7% | -30.7% | +0.9% |
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