+32.0%
CTVA vs VIK
+55.4%
-23.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +6.2% | -3.0% | +3.0% |
| 7D | +8.2% | +5.4% | +2.8% | +8.0% |
| 30D | -1.0% | +12.5% | -13.6% | -1.3% |
| 3M | +4.6% | -15.2% | +19.8% | +5.6% |
| 6M | +0.5% | +15.4% | -14.9% | -0.7% |
| YTD | +22.7% | +27.7% | -4.9% | +19.0% |
| 1Y | +32.0% | +59.7% | -27.8% | +20.3% |
| All | +32.0% | +55.4% | -23.5% | +20.3% |
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