+225.9%
VIK vs CPB
-46.4%
+272.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.6% | -4.0% | -3.4% |
| 7D | -0.8% | -8.0% | +7.2% | -0.9% |
| 30D | -18.0% | -2.4% | -15.6% | -18.1% |
| 3M | -5.8% | +0.5% | -6.3% | -5.9% |
| 6M | +17.2% | -10.5% | +27.6% | +16.8% |
| YTD | +19.1% | -17.5% | +36.7% | +18.5% |
| 1Y | +33.6% | -31.0% | +64.7% | +32.9% |
| All | +225.9% | -46.4% | +272.3% | +219.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling