+30.1%
VIK price history and return analytics
+19.6%
+10.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | -0.3% |
| 7D | -0.9% | -1.1% | +0.2% | +0.9% |
| 30D | -18.4% | -1.0% | -17.4% | -17.1% |
| 3M | -8.8% | +3.2% | -11.9% | -13.7% |
| 6M | +17.1% | +12.5% | +4.7% | -6.3% |
| YTD | +19.0% | +14.1% | +5.0% | -6.0% |
| 1Y | +30.1% | +18.9% | +11.2% | -1.9% |
| All | +30.1% | +19.6% | +10.5% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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