+33.5%
VIK vs CPB
-33.6%
+67.1%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.3% | +3.1% | -1.3% |
| 7D | -1.8% | -5.4% | +3.5% | -1.9% |
| 30D | -17.3% | -7.8% | -9.4% | -17.3% |
| 3M | -5.1% | -6.9% | +1.9% | -5.1% |
| 6M | +16.2% | -12.2% | +28.4% | +15.6% |
| YTD | +17.6% | -21.1% | +38.7% | +16.6% |
| 1Y | +33.5% | -33.5% | +67.0% | +33.6% |
| All | +33.5% | -33.6% | +67.1% | +33.6% |
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