+48.4%
XLI vs VIK
+236.8%
-188.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.6% | -3.1% | -1.2% |
| 7D | +1.0% | +3.6% | -2.6% | 0.0% |
| 30D | -5.8% | -16.7% | +10.9% | -1.3% |
| 3M | +0.7% | -1.1% | +1.8% | +0.5% |
| 6M | +3.2% | +27.8% | -24.6% | -4.7% |
| YTD | +13.0% | +23.3% | -10.3% | +4.9% |
| 1Y | +16.8% | +38.2% | -21.4% | +4.6% |
| All | +48.4% | +236.8% | -188.5% | +7.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling