+237.5%
VIK vs CPB
-46.7%
+284.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.8% | +0.9% | +2.7% |
| 7D | +3.6% | -8.2% | +11.8% | +3.5% |
| 30D | -16.7% | -5.6% | -11.1% | -16.8% |
| 3M | -1.1% | +3.0% | -4.0% | -1.2% |
| 6M | +27.8% | -12.7% | +40.5% | +27.3% |
| YTD | +23.3% | -18.0% | +41.3% | +22.7% |
| 1Y | +38.2% | -31.7% | +69.9% | +37.4% |
| All | +237.5% | -46.7% | +284.1% | +230.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling