+21.3%
XLP vs VIK
+51.6%
-30.3%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | +0.3% |
| 7D | -0.5% | -1.2% | +0.7% | -0.5% |
| 30D | +8.3% | +11.5% | -3.2% | +7.8% |
| 3M | +8.7% | -11.3% | +20.0% | +9.0% |
| 6M | +11.2% | +11.3% | -0.1% | +10.0% |
| YTD | +20.0% | +26.1% | -6.1% | +17.9% |
| 1Y | +21.3% | +50.0% | -28.6% | +17.1% |
| All | +21.3% | +51.6% | -30.3% | +17.1% |
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