+34.0%
XLU vs VIK
+225.1%
-191.1%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.4% |
| 7D | -1.6% | -0.9% | -0.7% | -1.5% |
| 30D | -3.3% | -18.4% | +15.1% | -1.7% |
| 3M | -3.2% | -8.8% | +5.6% | -2.6% |
| 6M | -7.0% | +17.1% | -24.1% | -8.8% |
| YTD | +0.6% | +19.0% | -18.4% | -1.7% |
| 1Y | +2.4% | +30.1% | -27.7% | -1.1% |
| All | +34.0% | +225.1% | -191.1% | +17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling