+221.3%
ROIV vs VIK
+39.1%
+182.2%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +2.6% | +16.1% | +17.9% |
| 7D | +20.2% | +3.6% | +16.6% | +18.9% |
| 30D | +14.1% | -16.7% | +30.9% | +20.6% |
| 3M | +45.6% | -1.1% | +46.7% | +45.4% |
| 6M | +44.1% | +27.8% | +16.3% | +30.0% |
| YTD | +91.2% | +23.3% | +67.8% | +74.8% |
| 1Y | +221.3% | +38.2% | +183.1% | +191.8% |
| All | +221.3% | +39.1% | +182.2% | +191.8% |
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