+43.4%
XLK vs VIK
+37.7%
+5.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | +0.9% | -3.0% | +3.9% | +1.6% |
| 30D | +0.7% | -20.7% | +21.5% | +6.7% |
| 3M | -2.9% | -4.6% | +1.7% | -1.9% |
| 6M | +34.3% | +14.0% | +20.3% | +28.4% |
| YTD | +30.4% | +20.2% | +10.2% | +23.5% |
| 1Y | +43.4% | +36.0% | +7.3% | +32.7% |
| All | +43.4% | +37.7% | +5.6% | +32.7% |
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