+434.1%
RVMD vs VIK
+236.8%
+197.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.6% | -3.9% | -2.2% |
| 7D | -1.2% | +3.6% | -4.8% | -2.4% |
| 30D | +1.1% | -16.7% | +17.8% | +7.2% |
| 3M | +39.6% | -1.1% | +40.7% | +39.2% |
| 6M | +110.7% | +27.8% | +82.9% | +90.0% |
| YTD | +160.3% | +23.3% | +136.9% | +135.1% |
| 1Y | +404.9% | +38.2% | +366.7% | +333.9% |
| All | +434.1% | +236.8% | +197.2% | +216.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling