+245.1%
VIK vs CAPR
+112.5%
+132.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +26.5% | -24.2% | +2.1% |
| 7D | -1.2% | +25.8% | -27.0% | -1.4% |
| 30D | +11.5% | +50.2% | -38.7% | +11.1% |
| 3M | -11.3% | +185.5% | -196.8% | -12.2% |
| 6M | +11.3% | -64.8% | +76.1% | +12.0% |
| YTD | +26.1% | -61.1% | +87.2% | +26.6% |
| 1Y | +50.0% | +81.0% | -31.0% | +45.3% |
| All | +245.1% | +112.5% | +132.6% | +209.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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