+84.7%
CVS vs VIK
+221.3%
-136.6%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.2% | 0.0% |
| 7D | -2.0% | -1.8% | -0.1% | -1.8% |
| 30D | +1.9% | -17.3% | +19.2% | +3.7% |
| 3M | -2.2% | -5.1% | +2.9% | -2.0% |
| 6M | +26.7% | +16.2% | +10.5% | +23.8% |
| YTD | +22.9% | +17.6% | +5.2% | +19.4% |
| 1Y | +32.9% | +33.5% | -0.6% | +27.0% |
| All | +84.7% | +221.3% | -136.6% | +54.0% |
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