+27.6%
CNH vs VIK
+221.3%
-193.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.6% | -2.5% |
| 7D | -2.5% | -1.8% | -0.6% | -2.0% |
| 30D | +27.0% | -17.3% | +44.3% | +34.4% |
| 3M | +32.6% | -5.1% | +37.7% | +33.8% |
| 6M | +23.6% | +16.2% | +7.4% | +15.6% |
| YTD | +47.8% | +17.6% | +30.2% | +36.9% |
| 1Y | +21.3% | +33.5% | -12.3% | +7.2% |
| All | +27.6% | +221.3% | -193.6% | -7.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling