+25.6%
CTAS vs VIK
+55.4%
-29.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.2% | -3.8% | +1.8% |
| 7D | +7.6% | +5.4% | +2.2% | +7.1% |
| 30D | +17.2% | +12.5% | +4.7% | +16.1% |
| 3M | +12.8% | -15.2% | +28.0% | +14.2% |
| 6M | +38.0% | +15.4% | +22.6% | +33.8% |
| YTD | +22.7% | +27.7% | -5.0% | +17.1% |
| 1Y | +25.6% | +59.7% | -34.1% | +16.8% |
| All | +25.6% | +55.4% | -29.8% | +16.8% |
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