+59.7%
VIK vs CPB
-18.4%
+78.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.9% | +0.3% | +6.1% |
| 7D | +5.4% | +13.0% | -7.6% | +5.4% |
| 30D | +12.5% | +20.5% | -8.0% | +12.7% |
| 3M | -15.2% | +2.2% | -17.4% | -15.2% |
| 6M | +15.4% | +15.4% | 0.0% | +14.6% |
| YTD | +27.7% | -12.3% | +40.0% | +26.4% |
| 1Y | +59.7% | -18.0% | +77.7% | +59.3% |
| All | +59.7% | -18.4% | +78.2% | +59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 1y: compounded portfolio wealth divided by compounded CPB 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…
1y analysis · Full analysis span regression · 6 months rolling