+66.0%
CVE vs VIK
+54.3%
+11.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.3% |
| 7D | -16.1% | 0.0% | -16.1% | -15.9% |
| 30D | -10.4% | +7.7% | -18.0% | -8.8% |
| 3M | -2.4% | -17.6% | +15.3% | -5.9% |
| 6M | -4.4% | +1.7% | -6.1% | -3.6% |
| YTD | +64.9% | +22.5% | +42.4% | +67.9% |
| 1Y | +66.0% | +52.6% | +13.4% | +68.5% |
| All | +66.0% | +54.3% | +11.7% | +68.5% |
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 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