+57.1%
CVE vs VIK
+47.9%
+9.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.4% |
| 7D | -10.1% | +0.1% | -10.2% | -9.8% |
| 30D | -12.1% | +6.8% | -18.9% | -10.7% |
| 3M | -1.9% | -17.6% | +15.7% | -5.5% |
| 6M | -1.8% | +5.4% | -7.3% | -0.3% |
| YTD | +65.8% | +22.1% | +43.7% | +69.1% |
| All | +57.1% | +47.9% | +9.1% | +61.3% |
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