+36.0%
VIK vs CPB
-32.6%
+68.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.7% | +0.2% |
| 7D | -3.0% | -8.6% | +5.6% | -3.1% |
| 30D | -20.7% | -7.2% | -13.5% | -20.8% |
| 3M | -4.6% | +0.9% | -5.5% | -5.0% |
| 6M | +14.0% | -11.8% | +25.8% | +13.2% |
| YTD | +20.2% | -19.4% | +39.6% | +19.0% |
| 1Y | +36.0% | -30.4% | +66.4% | +35.8% |
| All | +36.0% | -32.6% | +68.6% | +35.8% |
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