+423.8%
RVMD vs VIK
+221.3%
+202.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.8% | -1.7% |
| 7D | -3.6% | -1.8% | -1.7% | -3.0% |
| 30D | -1.1% | -17.3% | +16.2% | +5.1% |
| 3M | +41.0% | -5.1% | +46.1% | +42.5% |
| 6M | +105.7% | +16.2% | +89.5% | +91.8% |
| YTD | +155.3% | +17.6% | +137.7% | +134.3% |
| 1Y | +402.7% | +33.5% | +369.2% | +336.5% |
| All | +423.8% | +221.3% | +202.6% | +215.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling