+225.7%
VIK vs CNI
+6.1%
+219.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.6% |
| 7D | -0.9% | -0.4% | -0.6% | -0.7% |
| 30D | -18.4% | -2.7% | -15.7% | -17.0% |
| 3M | -8.8% | +3.9% | -12.7% | -11.4% |
| 6M | +17.1% | +16.4% | +0.8% | +5.5% |
| YTD | +19.0% | +25.8% | -6.8% | +1.6% |
| 1Y | +30.1% | +32.4% | -2.3% | +6.9% |
| All | +225.7% | +6.1% | +219.6% | +191.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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