+74.7%
VIK vs CAI
-9.9%
+84.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | -0.1% | +1.0% |
| 7D | -0.9% | -2.9% | +2.0% | -0.6% |
| 30D | -18.4% | +9.3% | -27.8% | -19.3% |
| 3M | -8.8% | +35.2% | -44.0% | -12.7% |
| 6M | +17.1% | +30.7% | -13.6% | +11.6% |
| YTD | +19.0% | -9.8% | +28.8% | +15.6% |
| 1Y | +30.1% | -28.9% | +59.0% | +28.3% |
| All | +74.7% | -9.9% | +84.6% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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