+424.9%
RVMD vs VIK
+225.1%
+199.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | -0.2% |
| 7D | -3.0% | -0.9% | -2.0% | -2.7% |
| 30D | -0.7% | -18.4% | +17.7% | +6.0% |
| 3M | +36.5% | -8.8% | +45.3% | +40.0% |
| 6M | +104.6% | +17.1% | +87.5% | +90.2% |
| YTD | +155.8% | +19.0% | +136.8% | +133.8% |
| 1Y | +340.7% | +30.1% | +310.5% | +286.7% |
| All | +424.9% | +225.1% | +199.8% | +214.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling