+51.1%
XLE vs VIK
+236.8%
-185.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | +0.9% |
| 7D | 0.0% | +3.6% | -3.6% | -0.3% |
| 30D | +12.6% | -16.7% | +29.4% | +14.1% |
| 3M | +11.8% | -1.1% | +12.9% | +11.3% |
| 6M | +16.1% | +27.8% | -11.7% | +10.6% |
| YTD | +46.9% | +23.3% | +23.5% | +40.0% |
| 1Y | +53.3% | +38.2% | +15.1% | +42.0% |
| All | +51.1% | +236.8% | -185.7% | +16.4% |
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